Daymark Wealth Partners’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
Q2
$245K Hold
2025
Q1
$226K Sell
2024
Q4
$270K Hold
2024
Q3
$289K Hold
2024
Q2
$266K Hold
2024
Q1
$273K Hold
2023
Q4
$250K Hold
2023
Q3
$218K Hold
2023
Q2
$231K Buy