Howard Capital Management Group’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 | $599K | Sell |
8,574
-350
| -4% | -$24.5K | 0.04% | 77 |
|
|
2025
Q1 | $576K | Buy |
8,924
+110
| +1% | +$7.1K | 0.04% | 74 |
|
|
2024
Q4 | $580K | Sell |
8,814
-1,315
| -13% | -$86.5K | 0.04% | 80 |
|
|
2024
Q3 | $714K | Sell |
10,129
-685
| -6% | -$48.3K | 0.05% | 70 |
|
|
2024
Q2 | $702K | Sell |
10,814
-599
| -5% | -$38.9K | 0.05% | 67 |
|
|
2024
Q1 | $760K | Sell |
11,413
-350
| -3% | -$23.3K | 0.06% | 64 |
|
|
2023
Q4 | $716K | Sell |
11,763
-530
| -4% | -$32.3K | 0.06% | 59 |
|
|
2023
Q3 | $654K | Sell |
12,293
-499
| -4% | -$26.5K | 0.06% | 63 |
|
|
2023
Q2 | $721K | Sell |
12,792
-731
| -5% | -$41.2K | 0.07% | 59 |
|
|
2023
Q1 | $721K | Sell |
13,523
-109
| -0.8% | -$5.82K | 0.08% | 56 |
|
|
2022
Q4 | $703K | Sell |
13,632
-1,338
| -9% | -$69K | 0.08% | 53 |
|
|
2022
Q3 | $685K | Sell |
14,970
-445
| -3% | -$20.4K | 0.09% | 54 |
|
|
2022
Q2 | $712K | Sell |
15,415
-345
| -2% | -$15.9K | 0.08% | 54 |
|
|
2022
Q1 | $836K | Sell |
15,760
-230
| -1% | -$12.2K | 0.08% | 59 |
|
|
2021
Q4 | $973K | Sell |
15,990
-209
| -1% | -$12.7K | 0.08% | 59 |
|
|
2021
Q3 | $886K | Sell |
16,199
-131
| -0.8% | -$7.17K | 0.08% | 57 |
|
|
2021
Q2 | $874K | Sell |
16,330
-699
| -4% | -$37.4K | 0.08% | 57 |
|
|
2021
Q1 | $841K | Buy |
+17,029
| New | +$841K | 0.09% | 55 |
|