Wellington Shields & Co’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 | $594K | Buy |
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|
2025
Q2 | $543K | Buy |
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|
2025
Q1 | $308K | Buy |
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|
2024
Q4 | $303K | Hold |
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|
2024
Q3 | $325K | Hold |
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|
2024
Q2 | $299K | Hold |
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|
2024
Q1 | $307K | Hold |
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|
2023
Q4 | $280K | Buy |
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|
2023
Q3 | $224K | Hold |
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|
2023
Q2 | $237K | Hold |
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|
2023
Q1 | $225K | Buy |
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|
2022
Q4 | $213K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $212K | Hold |
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|
2021
Q4 | $243K | Hold |
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|
2021
Q3 | $219K | Hold |
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|
2021
Q2 | $214K | Buy |
|