New England Capital Financial Advisors’s Invesco Water Resources ETF PHO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $19.1K | Buy |
273
+1
| +0.4% | +$70 | 0.01% | 186 |
|
2025
Q1 | $17.6K | Hold |
272
| – | – | 0.01% | 188 |
|
2024
Q4 | $17.9K | Hold |
272
| – | – | 0.01% | 191 |
|
2024
Q3 | $19.2K | Buy |
272
+1
| +0.4% | +$70 | 0.01% | 182 |
|
2024
Q2 | $17.6K | Hold |
271
| – | – | 0.01% | 189 |
|
2024
Q1 | $18K | Hold |
271
| – | – | 0.01% | 187 |
|
2023
Q4 | $16.5K | Buy |
271
+1
| +0.4% | +$61 | 0.01% | 192 |
|
2023
Q3 | $14.4K | Hold |
270
| – | – | 0.01% | 198 |
|
2023
Q2 | $15.2K | Buy |
+270
| New | +$15.2K | 0.01% | 188 |
|