JFS Wealth Advisors’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 | $219K | Hold |
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|
2025
Q2 | $212K | Sell |
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|
2025
Q1 | $288K | Sell |
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|
2024
Q4 | $307K | Sell |
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|
2024
Q3 | $337K | Buy |
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|
2024
Q2 | $248K | Buy |
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|
2024
Q1 | $215K | Hold |
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|
2023
Q4 | $197K | Hold |
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|
2023
Q3 | $172K | Buy |
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|
2023
Q2 | $182K | Hold |
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|
2023
Q1 | $172K | Hold |
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|
2022
Q4 | $167K | Sell |
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|
2022
Q3 | $151K | Buy |
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|
2022
Q2 | $142K | Hold |
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|
2022
Q1 | $163K | Hold |
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|
2021
Q4 | $188K | Hold |
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|
2021
Q3 | $169K | Buy |
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