DWP
Daymark Wealth Partners’s Invesco Water Resources ETF PHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Hold |
3,500
| – | – | 0.01% | 492 |
|
|
2025
Q1 | $226K | Sell |
3,500
-600
| -15% | -$38.7K | 0.01% | 470 |
|
|
2024
Q4 | $270K | Hold |
4,100
| – | – | 0.01% | 426 |
|
|
2024
Q3 | $289K | Hold |
4,100
| – | – | 0.01% | 430 |
|
|
2024
Q2 | $266K | Hold |
4,100
| – | – | 0.01% | 417 |
|
|
2024
Q1 | $273K | Hold |
4,100
| – | – | 0.01% | 363 |
|
|
2023
Q4 | $250K | Hold |
4,100
| – | – | 0.02% | 351 |
|
|
2023
Q3 | $218K | Hold |
4,100
| – | – | 0.02% | 351 |
|
|
2023
Q2 | $231K | Buy |
+4,100
| New | +$231K | 0.02% | 334 |
|