BWM
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BKM Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

BKM Wealth Management’s Portfolio PHO Stock Details PHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-645
Closed -$39.3K – 450
2023
Q4 		$39.3K Buy
+645
New +$39.3K 0.02% 285