Apollon Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $990K | Sell |
14,167
-804
| -5% | -$56.2K | 0.02% | 555 |
|
|
2025
Q1 | $966K | Buy |
14,971
+523
| +4% | +$33.7K | 0.02% | 518 |
|
|
2024
Q4 | $951K | Sell |
14,448
-351
| -2% | -$23.1K | 0.02% | 535 |
|
|
2024
Q3 | $1.04M | Sell |
14,799
-39
| -0.3% | -$2.75K | 0.03% | 477 |
|
|
2024
Q2 | $963K | Sell |
14,838
-2,267
| -13% | -$147K | 0.03% | 482 |
|
|
2024
Q1 | $1.14M | Sell |
17,105
-15,951
| -48% | -$1.06M | 0.04% | 432 |
|
|
2023
Q4 | $2.01M | Buy |
33,056
+2,470
| +8% | +$150K | 0.07% | 257 |
|
|
2023
Q3 | $1.63M | Buy |
30,586
+20,192
| +194% | +$1.07M | 0.08% | 241 |
|
|
2023
Q2 | $586K | Buy |
10,394
+138
| +1% | +$7.78K | 0.03% | 548 |
|
|
2023
Q1 | $547K | Buy |
10,256
+2
| +0% | +$107 | 0.03% | 510 |
|
|
2022
Q4 | $529K | Sell |
10,254
-1,097
| -10% | -$56.5K | 0.04% | 494 |
|
|
2022
Q3 | $519K | Sell |
11,351
-29
| -0.3% | -$1.33K | 0.04% | 433 |
|
|
2022
Q2 | $526K | Sell |
11,380
-1,175
| -9% | -$54.3K | 0.04% | 410 |
|
|
2022
Q1 | $666K | Sell |
12,555
-294
| -2% | -$15.6K | 0.05% | 384 |
|
|
2021
Q4 | $782K | Buy |
+12,849
| New | +$782K | 0.06% | 352 |
|