PWMG
Pinnacle Wealth Management Group’s Invesco Water Resources ETF PHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
3,525
| – | – | 0.14% | 107 |
|
|
2025
Q1 | $227K | Hold |
3,525
| – | – | 0.16% | 96 |
|
|
2024
Q4 | $232K | Hold |
3,525
| – | – | 0.14% | 104 |
|
|
2024
Q3 | $249K | Hold |
3,525
| – | – | 0.16% | 101 |
|
|
2024
Q2 | $229K | Hold |
3,525
| – | – | 0.15% | 94 |
|
|
2024
Q1 | $235K | Hold |
3,525
| – | – | 0.17% | 91 |
|
|
2023
Q4 | $215K | Buy |
+3,525
| New | +$215K | 0.18% | 90 |
|
|
2022
Q1 | – | Sell |
-3,500
| Closed | -$213K | – | 126 |
|
|
2021
Q4 | $213K | Buy |
+3,500
| New | +$213K | 0.16% | 115 |
|