KKM Financial’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 | $252K | Hold |
3,603
| – | – | 0.09% | 140 |
|
|
2025
Q1 | $232K | Sell |
3,603
-1,179
| -25% | -$76.1K | 0.1% | 138 |
|
|
2024
Q4 | $315K | Hold |
4,782
| – | – | 0.13% | 121 |
|
|
2024
Q3 | $337K | Buy |
4,782
+245
| +5% | +$17.3K | 0.17% | 110 |
|
|
2024
Q2 | $296K | Buy |
4,537
+48
| +1% | +$3.13K | 0.14% | 124 |
|
|
2024
Q1 | $299K | Hold |
4,489
| – | – | 0.15% | 121 |
|
|
2023
Q4 | $273K | Buy |
+4,489
| New | +$273K | 0.17% | 106 |
|