MWM
MGB Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Hold |
1,450
| – | – | 0.03% | 237 |
|
|
2025
Q1 | $93.6K | Hold |
1,450
| – | – | 0.03% | 230 |
|
|
2024
Q4 | $95.4K | Buy |
1,450
+700
| +93% | +$46.1K | 0.03% | 221 |
|
|
2024
Q3 | $52.9K | Hold |
750
| – | – | 0.02% | 231 |
|
|
2024
Q2 | $50.3K | Buy |
+750
| New | +$50.3K | 0.02% | 235 |
|