Bogart Wealth LLC’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 | $15.9K | Hold |
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|
2025
Q2 | $15.4K | Hold |
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|
2025
Q1 | $14.3K | Sell |
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|
2024
Q4 | $22.1K | Hold |
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|
2024
Q3 | $23.7K | Sell |
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|
2024
Q2 | $32.7K | Sell |
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|
2024
Q1 | $2.58M | Buy |
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|
2023
Q4 | $2.25M | Buy |
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|
2023
Q3 | $1.79M | Buy |
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|
2023
Q2 | $1.88M | Buy |
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|
2023
Q1 | $1.71M | Buy |
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|
2022
Q4 | $1.62M | Buy |
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|
2022
Q3 | $1.39M | Buy |
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|
2022
Q2 | $1.33M | Buy |
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|
2022
Q1 | $1.46M | Buy |
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|
2021
Q4 | $1.62M | Buy |
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|
2021
Q3 | $1.37M | Buy |
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