RDFA
Ritter Daniher Financial Advisory’s Invesco Water Resources ETF PHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Hold |
4,411
| – | – | 0.08% | 70 |
|
|
2025
Q1 | $285K | Hold |
4,411
| – | – | 0.08% | 72 |
|
|
2024
Q4 | $290K | Hold |
4,411
| – | – | 0.08% | 70 |
|
|
2024
Q3 | $311K | Hold |
4,411
| – | – | 0.09% | 66 |
|
|
2024
Q2 | $286K | Hold |
4,411
| – | – | 0.09% | 65 |
|
|
2024
Q1 | $294K | Hold |
4,411
| – | – | 0.1% | 65 |
|
|
2023
Q4 | $268K | Hold |
4,411
| – | – | 0.1% | 66 |
|
|
2023
Q3 | $235K | Buy |
4,411
+2,661
| +152% | +$142K | 0.1% | 66 |
|
|
2023
Q2 | $98.7K | Hold |
1,750
| – | – | 0.04% | 104 |
|
|
2023
Q1 | $93.4K | Hold |
1,750
| – | – | 0.04% | 103 |
|
|
2022
Q4 | $90.2K | Hold |
1,750
| – | – | 0.04% | 108 |
|
|
2022
Q3 | $80K | Hold |
1,750
| – | – | 0.06% | 95 |
|
|
2022
Q2 | $81K | Hold |
1,750
| – | – | 0.06% | 90 |
|
|
2022
Q1 | $93K | Hold |
1,750
| – | – | 0.06% | 85 |
|
|
2021
Q4 | $106K | Hold |
1,750
| – | – | 0.07% | 83 |
|
|
2021
Q3 | $96K | Hold |
1,750
| – | – | 0.07% | 84 |
|
|
2021
Q2 | $94K | Hold |
1,750
| – | – | 0.07% | 78 |
|
|
2021
Q1 | $86K | Hold |
1,750
| – | – | 0.07% | 74 |
|
|
2020
Q4 | $81K | Buy |
+1,750
| New | +$81K | 0.07% | 73 |
|