First Western Trust Bank’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 | $280K | Hold |
4,000
| – | – | 0.01% | 160 |
|
|
2025
Q1 | $258K | Hold |
4,000
| – | – | 0.01% | 163 |
|
|
2024
Q4 | $263K | Hold |
4,000
| – | – | 0.01% | 164 |
|
|
2024
Q3 | $282K | Hold |
4,000
| – | – | 0.01% | 166 |
|
|
2024
Q2 | $260K | Hold |
4,000
| – | – | 0.01% | 160 |
|
|
2024
Q1 | $266K | Hold |
4,000
| – | – | 0.01% | 169 |
|
|
2023
Q4 | $243K | Hold |
4,000
| – | – | 0.01% | 174 |
|
|
2023
Q3 | $213K | Hold |
4,000
| – | – | 0.01% | 162 |
|
|
2023
Q2 | $226K | Hold |
4,000
| – | – | 0.01% | 174 |
|
|
2023
Q1 | $213K | Hold |
4,000
| – | – | 0.01% | 181 |
|
|
2022
Q4 | $206K | Buy |
+4,000
| New | +$206K | 0.01% | 177 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 185 |
|
|
2022
Q2 | – | Sell |
-4,000
| Closed | -$215K | – | 186 |
|
|
2022
Q1 | $215K | Buy |
+4,000
| New | +$215K | 0.01% | 181 |
|