SWM
Silverlake Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Sell |
29,093
-591
| -2% | -$41.3K | 0.59% | 46 |
|
|
2025
Q1 | $1.92M | Sell |
29,684
-1,433
| -5% | -$92.5K | 0.72% | 41 |
|
|
2024
Q4 | $2.05M | Sell |
31,117
-184
| -0.6% | -$12.1K | 0.78% | 29 |
|
|
2024
Q3 | $2.21M | Buy |
31,301
+4,775
| +18% | +$337K | 0.84% | 21 |
|
|
2024
Q2 | $1.72M | Buy |
+26,526
| New | +$1.72M | 0.71% | 29 |
|