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Choate Investment Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Choate Investment Advisors’s Portfolio PHO Stock Details PHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,921
Closed -$134K – 472
2025
Q2 		$134K Buy
+1,921
New +$127K ﹤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 +$112K 0.01% 293

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