Spire Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
15,431
-669
| -4% | -$46.8K | 0.04% | 351 |
|
|
2025
Q1 | $1.04M | Buy |
16,100
+41
| +0.3% | +$2.65K | 0.03% | 392 |
|
|
2024
Q4 | $1.06M | Buy |
16,059
+1
| +0% | +$66 | 0.03% | 378 |
|
|
2024
Q3 | $1.13M | Sell |
16,058
-60
| -0.4% | -$4.23K | 0.04% | 350 |
|
|
2024
Q2 | $1.05M | Sell |
16,118
-473
| -3% | -$30.7K | 0.04% | 332 |
|
|
2024
Q1 | $1.1M | Buy |
16,591
+301
| +2% | +$20K | 0.02% | 352 |
|
|
2023
Q4 | $970K | Sell |
16,290
-298
| -2% | -$17.7K | 0.03% | 368 |
|
|
2023
Q3 | $882K | Buy |
16,588
+211
| +1% | +$11.2K | 0.03% | 361 |
|
|
2023
Q2 | $924K | Buy |
16,377
+1
| +0% | +$56 | 0.03% | 362 |
|
|
2023
Q1 | $874K | Buy |
16,376
+1,712
| +12% | +$91.3K | 0.03% | 369 |
|
|
2022
Q4 | $756K | Buy |
14,664
+3
| +0% | +$155 | 0.04% | 275 |
|
|
2022
Q3 | $671K | Sell |
14,661
-2,450
| -14% | -$112K | 0.04% | 280 |
|
|
2022
Q2 | $791K | Sell |
17,111
-2,283
| -12% | -$106K | 0.03% | 375 |
|
|
2022
Q1 | $1.03M | Buy |
19,394
+106
| +0.5% | +$5.62K | 0.03% | 382 |
|
|
2021
Q4 | $1.17M | Sell |
19,288
-1,806
| -9% | -$110K | 0.03% | 426 |
|
|
2021
Q3 | $1.15M | Buy |
21,094
+422
| +2% | +$23.1K | 0.03% | 378 |
|
|
2021
Q2 | $1.11M | Sell |
20,672
-276
| -1% | -$14.8K | 0.03% | 401 |
|
|
2021
Q1 | $1.04M | Buy |
+20,948
| New | +$1.04M | 0.03% | 423 |
|