PWA
Phoenix Wealth Advisors’s Invesco S&P Global Water Index ETF CGW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $950K | Sell |
15,201
-199
| -1% | -$12.4K | 0.4% | 58 |
|
|
2025
Q1 | $858K | Buy |
15,400
+161
| +1% | +$8.97K | 0.37% | 57 |
|
|
2024
Q4 | $826K | Buy |
15,239
+41
| +0.3% | +$2.22K | 0.36% | 57 |
|
|
2024
Q3 | $930K | Buy |
15,198
+111
| +0.7% | +$6.79K | 0.43% | 52 |
|
|
2024
Q2 | $834K | Sell |
15,087
-148
| -1% | -$8.18K | 0.42% | 53 |
|
|
2024
Q1 | $846K | Buy |
15,235
+8,194
| +116% | +$455K | 0.52% | 50 |
|
|
2023
Q4 | $369K | Buy |
7,041
+691
| +11% | +$36.2K | 0.26% | 74 |
|
|
2023
Q3 | $295K | Buy |
6,350
+100
| +2% | +$4.65K | 0.17% | 86 |
|
|
2023
Q2 | $321K | Buy |
+6,250
| New | +$321K | 0.19% | 79 |
|