Sequoia Financial Advisors’s Invesco Water Resources ETF PHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Buy |
5,272
+2,082
| +65% | +$146K | ﹤0.01% | 1143 |
|
|
2025
Q1 | $206K | Sell |
3,190
-338
| -10% | -$21.8K | ﹤0.01% | 1250 |
|
|
2024
Q4 | $232K | Buy |
+3,528
| New | +$232K | ﹤0.01% | 1139 |
|
|
2024
Q2 | – | Sell |
-3,042
| Closed | -$203K | – | 1244 |
|
|
2024
Q1 | $203K | Sell |
3,042
-1,051
| -26% | -$70K | ﹤0.01% | 1059 |
|
|
2023
Q4 | $249K | Buy |
4,093
+61
| +2% | +$3.71K | ﹤0.01% | 1005 |
|
|
2023
Q3 | $214K | Hold |
4,032
| – | – | ﹤0.01% | 828 |
|
|
2023
Q2 | $227K | Sell |
4,032
-1,458
| -27% | -$82.2K | ﹤0.01% | 809 |
|
|
2023
Q1 | $293K | Buy |
+5,490
| New | +$293K | 0.01% | 630 |
|