EFS
Essex Financial Services’s Invesco Water Resources ETF PHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
+3,003
| New | +$210K | 0.01% | 647 |
|
|
2024
Q4 | – | Sell |
-3,003
| Closed | -$209K | – | 651 |
|
|
2024
Q3 | $209K | Sell |
3,003
-854
| -22% | -$59.4K | 0.02% | 590 |
|
|
2024
Q2 | $259K | Buy |
3,857
+802
| +26% | +$53.9K | 0.02% | 521 |
|
|
2024
Q1 | $203K | Buy |
+3,055
| New | +$203K | 0.02% | 511 |
|
|
2022
Q2 | – | Sell |
-3,855
| Closed | -$204K | – | 514 |
|
|
2022
Q1 | $204K | Hold |
3,855
| – | – | 0.02% | 483 |
|
|
2021
Q4 | $235K | Hold |
3,855
| – | – | 0.02% | 429 |
|
|
2021
Q3 | $211K | Buy |
+3,855
| New | +$211K | 0.02% | 432 |
|