LWA
Lowe Wealth 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 | $489 | Hold |
7
| – | – | ﹤0.01% | 347 |
|
|
2025
Q1 | $452 | Hold |
7
| – | – | ﹤0.01% | 355 |
|
|
2024
Q4 | $461 | Hold |
7
| – | – | ﹤0.01% | 344 |
|
|
2024
Q3 | $494 | Hold |
7
| – | – | ﹤0.01% | 301 |
|
|
2024
Q2 | $454 | Hold |
7
| – | – | ﹤0.01% | 298 |
|
|
2024
Q1 | $466 | Hold |
7
| – | – | ﹤0.01% | 291 |
|
|
2023
Q4 | $426 | Hold |
7
| – | – | ﹤0.01% | 297 |
|
|
2023
Q3 | $372 | Hold |
7
| – | – | ﹤0.01% | 292 |
|
|
2023
Q2 | $395 | Buy |
+7
| New | +$395 | ﹤0.01% | 338 |
|
|
2015
Q2 | – | Sell |
-96,782
| Closed | -$2.41M | – | 236 |
|
|
2015
Q1 | $2.41M | Buy |
96,782
+2,402
| +3% | +$59.8K | 1.64% | 17 |
|
|
2014
Q4 | $2.43M | Buy |
+94,380
| New | +$2.43M | 1.74% | 15 |
|