Geneos Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $42.5K | Hold |
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|
2025
Q2 | $41.2K | Sell |
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|
2025
Q1 | $52.9K | Buy |
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|
2024
Q4 | $15.1K | Hold |
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|
2024
Q3 | $16.2K | Sell |
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|
2024
Q2 | $40.9K | Hold |
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|
2024
Q1 | $41.9K | Hold |
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|
2023
Q4 | $38.3K | Hold |
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|
2023
Q3 | $33.5K | Hold |
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|
2023
Q2 | $35.5K | Buy |
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|
2023
Q1 | $20.3K | Hold |
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|
2022
Q4 | $19.6K | Hold |
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|
2022
Q3 | $17K | Sell |
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|
2022
Q2 | $87K | Hold |
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|
2022
Q1 | $99K | Hold |
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|
2021
Q4 | $113K | Sell |
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|
2021
Q3 | $127K | Buy |
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|
2021
Q2 | $108K | Buy |
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|
2021
Q1 | $97K | Hold |
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|
2020
Q4 | $81K | Buy |
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|
2020
Q3 | $63K | Hold |
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|
2020
Q2 | $57K | Sell |
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|
2020
Q1 | $63K | Buy |
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|
2019
Q4 | $75K | Hold |
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|
2019
Q3 | $70K | Hold |
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|
2019
Q2 | $69K | Buy |
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|
2019
Q1 | $47K | Hold |
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|
2018
Q4 | $39K | Hold |
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|
2018
Q3 | $44K | Buy |
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|
2018
Q2 | $29K | Buy |
|