Northwest 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
2024 Q4	–	Sell	-1,439	Closed	-$101K	–	410
2024 Q3	$101K	Buy	+1,439	New	+$101K	0.08%	155
2024 Q1	–	Sell	-1,436	Closed	-$87.4K	–	397
2023 Q4	$87.4K	Buy	+1,436	New	+$87.4K	0.07%	157