Coppell Advisory Solutions’s Invesco Water Resources ETF PHO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-323
| Closed | -$21.3K | – | 1439 |
|
2024
Q4 | $21.3K | Hold |
323
| – | – | ﹤0.01% | 861 |
|
2024
Q3 | $22.8K | Sell |
323
-98
| -23% | -$6.91K | ﹤0.01% | 817 |
|
2024
Q2 | $27.3K | Buy |
+421
| New | +$27.3K | ﹤0.01% | 665 |
|
2023
Q4 | $41.8K | Buy |
+687
| New | +$41.8K | 0.01% | 534 |
|
2023
Q3 | – | Sell |
-53
| Closed | -$2.96K | – | 1457 |
|
2023
Q2 | $2.96K | Buy |
+53
| New | +$2.96K | ﹤0.01% | 957 |
|