MCIA
Mountain Capital Investment 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 | $460K | Sell |
6,465
-170
| -3% | -$12.1K | 0.09% | 29 |
|
|
2025
Q1 | $428K | Buy |
6,635
+55
| +0.8% | +$3.55K | 0.09% | 29 |
|
|
2024
Q4 | $446K | Buy |
6,580
+480
| +8% | +$32.5K | 0.09% | 30 |
|
|
2024
Q3 | $432K | Buy |
6,100
+1,345
| +28% | +$95.3K | 0.09% | 33 |
|
|
2024
Q2 | $319K | Buy |
4,755
+260
| +6% | +$17.5K | 0.08% | 33 |
|
|
2024
Q1 | $296K | Sell |
4,495
-80
| -2% | -$5.27K | 0.08% | 31 |
|
|
2023
Q4 | $271K | Buy |
4,575
+425
| +10% | +$25.2K | 0.09% | 53 |
|
|
2023
Q3 | $221K | Buy |
4,150
+378
| +10% | +$20.1K | 0.08% | 55 |
|
|
2023
Q2 | $220K | Buy |
+3,772
| New | +$220K | 0.08% | 65 |
|
|
2017
Q4 | – | Sell |
-93
| Closed | – | – | 323 |
|
|
2017
Q3 | $0 | Buy |
+93
| New | – | ﹤0.01% | 534 |
|