EP Wealth Advisors’s Invesco Water Resources ETF PHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,909
| Closed | -$126K | – | 1352 |
|
|
2024
Q4 | $126K | Buy |
+1,909
| New | +$126K | ﹤0.01% | 1169 |
|
|
2020
Q3 | – | Sell |
-11,133
| Closed | -$405K | – | 378 |
|
|
2020
Q2 | $405K | Sell |
11,133
-12,630
| -53% | -$459K | 0.02% | 271 |
|
|
2020
Q1 | $744K | Sell |
23,763
-66
| -0.3% | -$2.07K | 0.04% | 213 |
|
|
2019
Q4 | $921K | Buy |
+23,829
| New | +$921K | 0.04% | 206 |
|