IAG Wealth Partners’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 | $29.7K | Hold |
425
| – | – | ﹤0.01% | 246 |
|
|
2025
Q1 | $27.4K | Hold |
425
| – | – | ﹤0.01% | 249 |
|
|
2024
Q4 | $28K | Hold |
425
| – | – | ﹤0.01% | 251 |
|
|
2024
Q3 | $30K | Hold |
425
| – | – | 0.01% | 238 |
|
|
2024
Q2 | $27.6K | Hold |
425
| – | – | 0.01% | 238 |
|
|
2024
Q1 | $28.3K | Hold |
425
| – | – | 0.01% | 209 |
|
|
2023
Q4 | $25.9K | Hold |
425
| – | – | 0.01% | 209 |
|
|
2023
Q3 | $22.6K | Sell |
425
-920
| -68% | -$48.9K | 0.01% | 214 |
|
|
2023
Q2 | $75.8K | Buy |
1,345
+920
| +216% | +$51.9K | 0.02% | 130 |
|
|
2023
Q1 | $22.7K | Hold |
425
| – | – | 0.01% | 214 |
|
|
2022
Q4 | $21.9K | Hold |
425
| – | – | 0.01% | 205 |
|
|
2022
Q3 | $19K | Hold |
425
| – | – | 0.01% | 208 |
|
|
2022
Q2 | $20K | Hold |
425
| – | – | 0.01% | 206 |
|
|
2022
Q1 | $23K | Hold |
425
| – | – | 0.01% | 211 |
|
|
2021
Q4 | $26K | Hold |
425
| – | – | 0.01% | 192 |
|
|
2021
Q3 | $24K | Buy |
+425
| New | +$24K | 0.01% | 186 |
|
|
2020
Q1 | – | Sell |
-665
| Closed | -$26K | – | 450 |
|
|
2019
Q4 | $26K | Buy |
+665
| New | +$26K | 0.02% | 157 |
|