Mountain Capital Investment Advisors’s Invesco Water Resources ETF PHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $485K | Buy |
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|
2025
Q2 | $460K | Sell |
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|
2025
Q1 | $428K | Buy |
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|
2024
Q4 | $446K | Buy |
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|
2024
Q3 | $432K | Buy |
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|
2024
Q2 | $319K | Buy |
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|
2024
Q1 | $296K | Sell |
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|
2023
Q4 | $271K | Buy |
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|
2023
Q3 | $221K | Buy |
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|
2023
Q2 | $220K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $0 | Buy |
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