SHFA
SS&H Financial Advisors’s Invesco Water Resources ETF PHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Hold |
7,200
| – | – | 0.17% | 88 |
|
|
2025
Q1 | $465K | Hold |
7,200
| – | – | 0.17% | 89 |
|
|
2024
Q4 | $474K | Hold |
7,200
| – | – | 0.17% | 94 |
|
|
2024
Q3 | $508K | Hold |
7,200
| – | – | 0.19% | 89 |
|
|
2024
Q2 | $467K | Hold |
7,200
| – | – | 0.18% | 90 |
|
|
2024
Q1 | $479K | Hold |
7,200
| – | – | 0.2% | 87 |
|
|
2023
Q4 | $438K | Hold |
7,200
| – | – | 0.19% | 93 |
|
|
2023
Q3 | $383K | Buy |
+7,200
| New | +$383K | 0.18% | 95 |
|
|
2023
Q1 | $384K | Hold |
7,200
| – | – | 0.18% | 102 |
|
|
2022
Q4 | $371K | Hold |
7,200
| – | – | 0.18% | 99 |
|
|
2022
Q3 | $329K | Hold |
7,200
| – | – | 0.17% | 100 |
|
|
2022
Q2 | $333K | Hold |
7,200
| – | – | 0.15% | 100 |
|
|
2022
Q1 | $382K | Buy |
+7,200
| New | +$382K | 0.15% | 106 |
|