Kovitz Investment Group Partners’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 | $999K | Sell |
|
|||||
|
2025
Q2 | $1.08M | Buy |
|
|||||
|
2025
Q1 | $767K | Sell |
|
|||||
|
2024
Q4 | $784K | Buy |
|
|||||
|
2024
Q3 | $789K | Buy |
|
|||||
|
2024
Q2 | $678K | Sell |
|
|||||
|
2024
Q1 | $753K | Buy |
|
|||||
|
2023
Q4 | $537K | Sell |
|
|||||
|
2023
Q3 | $474K | Sell |
|
|||||
|
2023
Q2 | $527K | Sell |
|
|||||
|
2023
Q1 | $501K | Buy |
|
|||||
|
2022
Q4 | $451K | Buy |
|
|||||
|
2022
Q3 | $380K | Sell |
|
|||||
|
2022
Q2 | $424K | Sell |
|
|||||
|
2022
Q1 | $491K | Sell |
|
|||||
|
2021
Q4 | $593K | Buy |
|
|||||
|
2021
Q3 | $618K | Sell |
|
|||||
|
2021
Q2 | $620K | Sell |
|
|||||
|
2021
Q1 | $581K | Sell |
|
|||||
|
2020
Q4 | $583K | Sell |
|
|||||
|
2020
Q3 | $558K | Sell |
|
|||||
|
2020
Q2 | $538K | Sell |
|
|||||
|
2020
Q1 | $779K | Sell |
|
|||||
|
2019
Q4 | $1M | Hold |
|
|||||
|
2019
Q3 | $951K | Sell |
|
|||||
|
2019
Q2 | $934K | Sell |
|
|||||
|
2019
Q1 | $893K | Buy |
|