Lido Advisors’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 | $327K | Buy |
4,682
+92
| +2% | +$6.43K | ﹤0.01% | 1161 |
|
2025
Q1 | $296K | Sell |
4,590
-26
| -0.6% | -$1.68K | ﹤0.01% | 1127 |
|
2024
Q4 | $304K | Sell |
4,616
-486
| -10% | -$32K | ﹤0.01% | 1099 |
|
2024
Q3 | $360K | Sell |
5,102
-119
| -2% | -$8.4K | ﹤0.01% | 974 |
|
2024
Q2 | $339K | Buy |
5,221
+409
| +8% | +$26.6K | ﹤0.01% | 954 |
|
2024
Q1 | $320K | Sell |
4,812
-299
| -6% | -$19.9K | ﹤0.01% | 960 |
|
2023
Q4 | $311K | Sell |
5,111
-142
| -3% | -$8.64K | ﹤0.01% | 916 |
|
2023
Q3 | $279K | Sell |
5,253
-45
| -0.8% | -$2.39K | ﹤0.01% | 850 |
|
2023
Q2 | $299K | Buy |
5,298
+61
| +1% | +$3.44K | ﹤0.01% | 838 |
|
2023
Q1 | $279K | Buy |
5,237
+83
| +2% | +$4.43K | ﹤0.01% | 808 |
|
2022
Q4 | $266K | Buy |
+5,154
| New | +$266K | ﹤0.01% | 736 |
|