LL
LPWM LLC’s Invesco Water Resources ETF PHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Hold |
4,875
| – | – | 0.1% | 66 |
|
|
2025
Q1 | $315K | Buy |
4,875
+388
| +9% | +$25K | 0.1% | 64 |
|
|
2024
Q4 | $295K | Hold |
4,487
| – | – | 0.09% | 63 |
|
|
2024
Q3 | $312K | Hold |
4,487
| – | – | 0.1% | 62 |
|
|
2024
Q2 | $288K | Buy |
4,487
+40
| +0.9% | +$2.57K | 0.1% | 62 |
|
|
2024
Q1 | $288K | Hold |
4,447
| – | – | 0.11% | 61 |
|
|
2023
Q4 | $261K | Hold |
4,447
| – | – | 0.1% | 59 |
|
|
2023
Q3 | $234K | Hold |
4,447
| – | – | 0.11% | 58 |
|
|
2023
Q2 | $250K | Hold |
4,447
| – | – | 0.11% | 57 |
|
|
2023
Q1 | $237K | Buy |
+4,447
| New | +$237K | 0.11% | 57 |
|