Retirement Planning Company of New England’s Invesco Water Resources ETF PHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $681K | Sell |
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|
2025
Q2 | $661K | Sell |
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|
2025
Q1 | $620K | Sell |
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|
2024
Q4 | $641K | Buy |
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|
2024
Q3 | $686K | Sell |
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|
2024
Q2 | $650K | Sell |
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|
2024
Q1 | $669K | Sell |
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|
2023
Q4 | $616K | Buy |
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|
2023
Q3 | $495K | Sell |
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|
2023
Q2 | $625K | Sell |
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|
2023
Q1 | $594K | Buy |
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|
2022
Q4 | $573K | Sell |
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|
2022
Q3 | $517K | Buy |
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|
2022
Q2 | $499K | Sell |
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|
2022
Q1 | $574K | Buy |
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|
2021
Q4 | $656K | Buy |
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