Bartlett & Co Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $195K | Hold |
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|
2025
Q2 | $189K | Hold |
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|
2025
Q1 | $174K | Hold |
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|
2024
Q4 | $178K | Hold |
|
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|
2024
Q3 | $190K | Hold |
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|
2024
Q2 | $175K | Hold |
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|
2024
Q1 | $180K | Hold |
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|
2023
Q4 | $165K | Hold |
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|
2023
Q3 | $144K | Hold |
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|
2023
Q2 | $152K | Hold |
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|
2023
Q1 | $144K | Hold |
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|
2022
Q4 | $139K | Hold |
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|
2022
Q3 | $124K | Hold |
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|
2022
Q2 | $125K | Hold |
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|
2022
Q1 | $143K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $148K | Hold |
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|
2021
Q2 | $145K | Hold |
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|
2021
Q1 | $133K | Hold |
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|
2020
Q4 | $125K | Hold |
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|
2020
Q3 | $107K | Hold |
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|
2020
Q2 | $98.1K | Hold |
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|
2020
Q1 | $84.6K | Hold |
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|
2019
Q4 | $104K | Hold |
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|
2019
Q3 | $98.8K | Hold |
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|
2019
Q2 | $96.1K | Hold |
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|
2019
Q1 | $91.7K | Hold |
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|
2018
Q4 | $76.2K | Hold |
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|
2018
Q3 | $85.9K | Hold |
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|
2018
Q2 | $81.6K | Hold |
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|
2018
Q1 | $82.3K | Buy |
|