MWM
MinichMacGregor 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 | $373K | Buy |
5,337
+119
| +2% | +$8.32K | 0.08% | 91 |
|
|
2025
Q1 | $337K | Sell |
5,218
-19
| -0.4% | -$1.23K | 0.08% | 86 |
|
|
2024
Q4 | $345K | Buy |
5,237
+57
| +1% | +$3.75K | 0.07% | 87 |
|
|
2024
Q3 | $365K | Sell |
5,180
-208
| -4% | -$14.7K | 0.08% | 79 |
|
|
2024
Q2 | $350K | Sell |
5,388
-19
| -0.4% | -$1.23K | 0.09% | 76 |
|
|
2024
Q1 | $356K | Sell |
5,407
-497
| -8% | -$32.8K | 0.09% | 77 |
|
|
2023
Q4 | $359K | Buy |
5,904
+32
| +0.5% | +$1.95K | 0.1% | 69 |
|
|
2023
Q3 | $312K | Sell |
5,872
-79
| -1% | -$4.2K | 0.1% | 70 |
|
|
2023
Q2 | $336K | Sell |
5,951
-2,149
| -27% | -$121K | 0.1% | 69 |
|
|
2023
Q1 | $432K | Buy |
+8,100
| New | +$432K | 0.14% | 61 |
|