Graves Light Lenhart Wealth’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 | $434K | Hold |
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|
2025
Q2 | $421K | Sell |
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|
2025
Q1 | $400K | Hold |
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|
2024
Q4 | $408K | Hold |
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|
2024
Q3 | $437K | Hold |
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|
2024
Q2 | $395K | Hold |
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|
2024
Q1 | $412K | Sell |
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|
2023
Q4 | $386K | Hold |
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|
2023
Q3 | $336K | Hold |
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|
2023
Q2 | $358K | Hold |
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|
2023
Q1 | $339K | Hold |
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|
2022
Q4 | $327K | Hold |
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|
2022
Q3 | $290K | Hold |
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|
2022
Q2 | $293K | Hold |
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|
2022
Q1 | $336K | Sell |
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|
2021
Q4 | $395K | Hold |
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|
2021
Q3 | $356K | Hold |
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|
2021
Q2 | $348K | Hold |
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|
2021
Q1 | $321K | Hold |
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|
2020
Q4 | $302K | Hold |
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|
2020
Q3 | $258K | Hold |
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|
2020
Q2 | $236K | Sell |
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|
2020
Q1 | $206K | Hold |
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|
2019
Q4 | $254K | Hold |
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|
2019
Q3 | $242K | Buy |
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