TD Private Client Wealth’s Invesco Water Resources ETF PHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Buy |
8,424
+185
| +2% | +$12.9K | 0.01% | 447 |
|
|
2025
Q1 | $532K | Buy |
8,239
+6,739
| +449% | +$435K | 0.01% | 431 |
|
|
2024
Q4 | $98.7K | Buy |
1,500
+302
| +25% | +$19.9K | ﹤0.01% | 715 |
|
|
2024
Q3 | $84.5K | Buy |
1,198
+396
| +49% | +$27.9K | ﹤0.01% | 739 |
|
|
2024
Q2 | $52.1K | Sell |
802
-18
| -2% | -$1.17K | ﹤0.01% | 798 |
|
|
2024
Q1 | $54.6K | Sell |
820
-19
| -2% | -$1.27K | ﹤0.01% | 793 |
|
|
2023
Q4 | $51.1K | Buy |
839
+307
| +58% | +$18.7K | ﹤0.01% | 811 |
|
|
2023
Q3 | $28.3K | Hold |
532
| – | – | ﹤0.01% | 879 |
|
|
2023
Q2 | $30K | Hold |
532
| – | – | ﹤0.01% | 889 |
|
|
2023
Q1 | $28.4K | Hold |
532
| – | – | ﹤0.01% | 879 |
|
|
2022
Q4 | $27.4K | Hold |
532
| – | – | ﹤0.01% | 867 |
|
|
2022
Q3 | $24.3K | Hold |
532
| – | – | ﹤0.01% | 874 |
|
|
2022
Q2 | $24.6K | Hold |
532
| – | – | ﹤0.01% | 875 |
|
|
2022
Q1 | $28.2K | Sell |
532
-1,450
| -73% | -$76.9K | ﹤0.01% | 886 |
|
|
2021
Q4 | $121K | Sell |
1,982
-49
| -2% | -$2.98K | 0.01% | 614 |
|
|
2021
Q3 | $111K | Sell |
2,031
-92
| -4% | -$5.03K | ﹤0.01% | 619 |
|
|
2021
Q2 | $114K | Buy |
+2,123
| New | +$114K | ﹤0.01% | 604 |
|