CIA
Choate Investment Advisors’s Invesco Water Resources ETF PHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134K | Buy |
+1,921
| New | +$134K | ﹤0.01% | 413 |
|
|
2023
Q4 | – | Sell |
-1,921
| Closed | -$102K | – | 441 |
|
|
2023
Q3 | $102K | Hold |
1,921
| – | – | ﹤0.01% | 374 |
|
|
2023
Q2 | $108K | Hold |
1,921
| – | – | ﹤0.01% | 300 |
|
|
2023
Q1 | $102K | Hold |
1,921
| – | – | ﹤0.01% | 273 |
|
|
2022
Q4 | $99K | Hold |
1,921
| – | – | 0.01% | 286 |
|
|
2022
Q3 | $88K | Hold |
1,921
| – | – | 0.01% | 255 |
|
|
2022
Q2 | $89K | Hold |
1,921
| – | – | 0.01% | 272 |
|
|
2022
Q1 | $102K | Hold |
1,921
| – | – | 0.01% | 307 |
|
|
2021
Q4 | $117K | Buy |
+1,921
| New | +$117K | 0.01% | 293 |
|