Axxcess 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
2024
Q2
Sell
-12,779
Closed -$851K 920
2024
Q1
$851K Buy
12,779
+1,395
+12% +$92.9K 0.02% 405
2023
Q4
$693K Buy
+11,384
New +$693K 0.02% 428