Dynamic Advisor 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
Q2 | $1.3M | Buy |
18,576
+9,584
| +107% | +$670K | 0.04% | 390 |
|
|
2025
Q1 | $580K | Buy |
8,992
+497
| +6% | +$32.1K | 0.02% | 548 |
|
|
2024
Q4 | $559K | Buy |
8,495
+846
| +11% | +$55.7K | 0.02% | 410 |
|
|
2024
Q3 | $540K | Buy |
7,649
+135
| +2% | +$9.52K | 0.02% | 605 |
|
|
2024
Q2 | $488K | Buy |
7,514
+189
| +3% | +$12.3K | 0.02% | 631 |
|
|
2024
Q1 | $488K | Buy |
7,325
+686
| +10% | +$45.7K | 0.02% | 611 |
|
|
2023
Q4 | $390K | Sell |
6,639
-265
| -4% | -$15.5K | 0.01% | 638 |
|
|
2023
Q3 | $367K | Sell |
6,904
-103
| -1% | -$5.48K | 0.02% | 603 |
|
|
2023
Q2 | $395K | Buy |
7,007
+1,185
| +20% | +$66.8K | 0.02% | 562 |
|
|
2023
Q1 | $311K | Buy |
+5,822
| New | +$311K | 0.02% | 582 |
|