Johnson Financial Group Inc (Wisconsin)’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 | $223K | Buy |
3,185
+1,910
| +150% | +$134K | 0.01% | 291 |
|
|
2025
Q1 | $82.3K | Hold |
1,275
| – | – | ﹤0.01% | 523 |
|
|
2024
Q4 | $87.2K | Sell |
1,275
-2,237
| -64% | -$153K | ﹤0.01% | 390 |
|
|
2024
Q3 | $248K | Buy |
3,512
+2,237
| +175% | +$158K | 0.01% | 326 |
|
|
2024
Q2 | $82.8K | Sell |
1,275
-2,972
| -70% | -$193K | ﹤0.01% | 399 |
|
|
2024
Q1 | $283K | Buy |
4,247
+2,972
| +233% | +$198K | 0.02% | 261 |
|
|
2023
Q4 | $77.6K | Sell |
1,275
-1,050
| -45% | -$63.9K | ﹤0.01% | 403 |
|
|
2023
Q3 | $124K | Buy |
2,325
+1,050
| +82% | +$55.8K | 0.01% | 287 |
|
|
2023
Q2 | $71.9K | Hold |
1,275
| – | – | 0.01% | 366 |
|
|
2023
Q1 | $68K | Buy |
+1,275
| New | +$68K | ﹤0.01% | 370 |
|