US Financial Advisors’s Invesco Water Resources ETF PHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $289K | Buy |
4,474
+365
| +9% | +$23.6K | 0.09% | 82 |
|
|
2024
Q4 | $270K | Buy |
4,109
+99
| +2% | +$6.51K | 0.08% | 76 |
|
|
2024
Q3 | $283K | Sell |
4,010
-739
| -16% | -$52.1K | 0.09% | 72 |
|
|
2024
Q2 | $308K | Sell |
4,749
-67
| -1% | -$4.35K | 0.1% | 65 |
|
|
2024
Q1 | $321K | Buy |
4,816
+229
| +5% | +$15.2K | 0.11% | 60 |
|
|
2023
Q4 | $279K | Buy |
4,587
+348
| +8% | +$21.2K | 0.1% | 62 |
|
|
2023
Q3 | $225K | Buy |
4,239
+370
| +10% | +$19.7K | 0.09% | 68 |
|
|
2023
Q2 | $218K | Sell |
3,869
-439
| -10% | -$24.8K | 0.09% | 65 |
|
|
2023
Q1 | $230K | Buy |
4,308
+306
| +8% | +$16.3K | 0.1% | 67 |
|
|
2022
Q4 | $206K | Buy |
+4,002
| New | +$206K | 0.1% | 68 |
|