SageView Advisory Group’s Invesco Water Resources ETF PHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,892
| Closed | -$537K | – | 703 |
|
|
2024
Q1 | $537K | Sell |
8,892
-3,896
| -30% | -$235K | 0.03% | 310 |
|
|
2023
Q4 | $773K | Buy |
12,788
+3,138
| +33% | +$190K | 0.03% | 302 |
|
|
2023
Q3 | $513K | Buy |
9,650
+1,800
| +23% | +$95.7K | 0.03% | 325 |
|
|
2023
Q2 | $443K | Buy |
+7,850
| New | +$443K | 0.02% | 371 |
|