MWM
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Moran Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

Moran Wealth Management’s Portfolio PHO Stock Details PHO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12,010
Closed -$641K – 411
2023
Q1 		$641K Buy
12,010
+440
+4% +$23.5K 0.02% 286
2022
Q4 		$596K Buy
+11,570
New +$596K 0.02% 285