NewEdge Wealth’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 | $957K | Hold |
13,385
| – | – | 0.02% | 542 |
|
|
2025
Q1 | $864K | Sell |
13,385
-2,307
| -15% | -$149K | 0.02% | 505 |
|
|
2024
Q4 | $1.03M | Hold |
15,692
| – | – | 0.02% | 474 |
|
|
2024
Q3 | $1.11M | Hold |
15,692
| – | – | 0.02% | 453 |
|
|
2024
Q2 | $1.02M | Hold |
15,692
| – | – | 0.02% | 417 |
|
|
2024
Q1 | $1.03M | Sell |
15,692
-1
| -0% | -$65 | 0.02% | 421 |
|
|
2023
Q4 | $955K | Sell |
15,693
-499
| -3% | -$30.4K | 0.02% | 408 |
|
|
2023
Q3 | $861K | Buy |
+16,192
| New | +$861K | 0.03% | 376 |
|