Capital Investment Advisory Services’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 | $126K | Hold |
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2025
Q2 | $122K | Buy |
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|
2025
Q1 | $113K | Buy |
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|
2024
Q4 | $115K | Buy |
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|
2024
Q3 | $123K | Hold |
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|
2024
Q2 | $113K | Sell |
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|
2024
Q1 | $130K | Hold |
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|
2023
Q4 | $119K | Buy |
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|
2023
Q3 | $40K | Buy |
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|
2023
Q2 | $42.4K | Buy |
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|
2023
Q1 | $40.1K | Buy |
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|
2022
Q4 | $38.7K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $8K | Hold |
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|
2019
Q4 | $10K | Hold |
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|
2019
Q3 | $9K | Hold |
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|
2019
Q2 | $9K | Hold |
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|
2019
Q1 | $9K | Sell |
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|
2018
Q4 | $10K | Buy |
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