Valley National Advisers’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 | $2K | Hold |
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|
2025
Q2 | $2K | Sell |
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|
2025
Q1 | $7K | Hold |
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|
2024
Q4 | $7K | Hold |
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|
2024
Q3 | $8K | Sell |
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|
2024
Q2 | $26K | Sell |
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|
2024
Q1 | $29K | Sell |
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|
2023
Q4 | $32K | Sell |
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|
2023
Q3 | $645K | Sell |
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|
2023
Q2 | $710K | Sell |
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|
2023
Q1 | $678K | Buy |
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|
2022
Q4 | $666K | Sell |
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|
2022
Q3 | $627K | Sell |
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|
2022
Q2 | $684K | Sell |
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|
2022
Q1 | $1.12M | Sell |
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|
2021
Q4 | $2.77M | Sell |
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|
2021
Q3 | $2.57M | Buy |
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|
2021
Q2 | $2.35M | Buy |
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|
2021
Q1 | $1.95M | Buy |
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|
2020
Q4 | $1.11M | Buy |
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|
2020
Q3 | $532K | Buy |
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|
2020
Q2 | $363K | Buy |
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|
2020
Q1 | $277K | Buy |
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|
2019
Q4 | $331K | Buy |
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|
2019
Q3 | $255K | Buy |
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|
2019
Q2 | $171K | Buy |
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|
2019
Q1 | $141K | Buy |
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|
2018
Q4 | $3K | Buy |
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