SOA Wealth Advisors’s Invesco Water Resources ETF PHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $59K | Buy |
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|
2025
Q2 | $57.1K | Sell |
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|
2025
Q1 | $130K | Buy |
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|
2024
Q4 | $67.1K | Buy |
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|
2024
Q3 | $71.8K | Buy |
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|
2024
Q2 | $66K | Buy |
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|
2024
Q1 | $67.6K | Buy |
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|
2023
Q4 | $61.8K | Buy |
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|
2023
Q3 | $53.9K | Buy |
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|
2023
Q2 | $57.1K | Buy |
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|
2023
Q1 | $53.9K | Buy |
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|
2022
Q4 | $52K | Buy |
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|
2022
Q3 | $46K | Buy |
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|
2022
Q2 | $46K | Sell |
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|
2022
Q1 | $58K | Buy |
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|
2021
Q4 | $66K | Hold |
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|
2021
Q3 | $60K | Buy |
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|
2021
Q2 | $59K | Hold |
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|
2021
Q1 | $54K | Hold |
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|
2020
Q4 | $54K | Buy |
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