Traphagen Investment 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 | $255K | Buy |
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|
2025
Q2 | $245K | Sell |
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|
2025
Q1 | $254K | Sell |
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|
2024
Q4 | $279K | Sell |
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|
2024
Q3 | $318K | Buy |
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|
2024
Q2 | $289K | Sell |
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|
2024
Q1 | $297K | Sell |
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|
2023
Q4 | $360K | Buy |
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|
2023
Q3 | $314K | Sell |
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|
2023
Q2 | $406K | Sell |
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|
2023
Q1 | $485K | Sell |
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|
2022
Q4 | $471K | Buy |
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|
2022
Q3 | $405K | Buy |
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|
2022
Q2 | $409K | Buy |
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|
2022
Q1 | $457K | Buy |
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|
2021
Q4 | $514K | Sell |
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|
2021
Q3 | $470K | Buy |
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|
2021
Q2 | $425K | Buy |
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|
2021
Q1 | $343K | Sell |
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|
2020
Q4 | $325K | Buy |
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|
2020
Q3 | $266K | Buy |
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|
2020
Q2 | $237K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $205K | Sell |
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|
2019
Q3 | $205K | Sell |
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|
2019
Q2 | $238K | Buy |
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