Wealthfront Advisers’s Invesco Water Resources ETF PHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Buy |
6,932
+651
| +10% | +$45.5K | ﹤0.01% | 806 |
|
|
2025
Q1 | $405K | Buy |
6,281
+341
| +6% | +$22K | ﹤0.01% | 809 |
|
|
2024
Q4 | $391K | Buy |
5,940
+577
| +11% | +$38K | ﹤0.01% | 804 |
|
|
2024
Q3 | $378K | Buy |
5,363
+430
| +9% | +$30.3K | ﹤0.01% | 800 |
|
|
2024
Q2 | $320K | Buy |
4,933
+685
| +16% | +$44.5K | ﹤0.01% | 798 |
|
|
2024
Q1 | $283K | Buy |
4,248
+484
| +13% | +$32.2K | ﹤0.01% | 812 |
|
|
2023
Q4 | $229K | Buy |
+3,764
| New | +$229K | ﹤0.01% | 825 |
|
|
2023
Q3 | – | Sell |
-4,507
| Closed | -$254K | – | 841 |
|
|
2023
Q2 | $254K | Sell |
4,507
-948
| -17% | -$53.5K | ﹤0.01% | 788 |
|
|
2023
Q1 | $291K | Sell |
5,455
-607
| -10% | -$32.4K | ﹤0.01% | 756 |
|
|
2022
Q4 | $312K | Buy |
6,062
+397
| +7% | +$20.5K | ﹤0.01% | 712 |
|
|
2022
Q3 | $259K | Buy |
+5,665
| New | +$259K | ﹤0.01% | 715 |
|