KCFA
Key Client Fiduciary Advisors’s Invesco Water Resources ETF PHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
+3,080
| New | +$215K | 0.09% | 184 |
|
|
2025
Q1 | – | Sell |
-3,080
| Closed | -$203K | – | 197 |
|
|
2024
Q4 | $203K | Hold |
3,080
| – | – | 0.09% | 180 |
|
|
2024
Q3 | $217K | Buy |
+3,080
| New | +$217K | 0.1% | 181 |
|
|
2024
Q2 | – | Sell |
-3,005
| Closed | -$200K | – | 190 |
|
|
2024
Q1 | $200K | Buy |
+3,005
| New | +$200K | 0.11% | 177 |
|