L.J. Altfest & Co’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 | $864K | Hold |
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|
2025
Q2 | $838K | Hold |
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|
2025
Q1 | $773K | Hold |
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|
2024
Q4 | $788K | Hold |
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|
2024
Q3 | $845K | Hold |
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|
2024
Q2 | $778K | Hold |
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|
2024
Q1 | $798K | Hold |
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|
2023
Q4 | $729K | Hold |
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|
2023
Q3 | $637K | Hold |
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|
2023
Q2 | $676K | Hold |
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|
2023
Q1 | $639K | Hold |
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|
2022
Q4 | $618K | Buy |
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|
2022
Q3 | $534K | Hold |
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|
2022
Q2 | $540K | Buy |
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|
2022
Q1 | $594K | Buy |
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|
2021
Q4 | $652K | Buy |
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|
2021
Q3 | $425K | Hold |
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|
2021
Q2 | $416K | Hold |
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|
2021
Q1 | $384K | Buy |
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|
2020
Q4 | $337K | Hold |
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|
2020
Q3 | $288K | Hold |
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|
2020
Q2 | $264K | Buy |
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