AWM
Aries Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,200
| Closed | -$211K | – | 234 |
|
|
2024
Q4 | $211K | Hold |
3,200
| – | – | 0.06% | 212 |
|
|
2024
Q3 | $226K | Hold |
3,200
| – | – | 0.06% | 208 |
|
|
2024
Q2 | $208K | Hold |
3,200
| – | – | 0.07% | 195 |
|
|
2024
Q1 | $213K | Buy |
+3,200
| New | +$213K | 0.07% | 199 |
|