Rothschild Investment LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.4K | Hold |
1,350
| – | – | 0.01% | 656 |
|
|
2025
Q1 | $87.1K | Hold |
1,350
| – | – | 0.01% | 660 |
|
|
2024
Q4 | $88.8K | Hold |
1,350
| – | – | 0.01% | 663 |
|
|
2024
Q3 | $95.2K | Buy |
1,350
+700
| +108% | +$49.4K | 0.01% | 660 |
|
|
2024
Q2 | $42.2K | Hold |
650
| – | – | ﹤0.01% | 784 |
|
|
2024
Q1 | $43.3K | Hold |
650
| – | – | ﹤0.01% | 756 |
|
|
2023
Q4 | $39.6K | Buy |
+650
| New | +$39.6K | ﹤0.01% | 703 |
|