Bogart Wealth, LLC Invesco Exchange Traded Fd Tr Transaction History

Bogart Wealth, LLC

  • $2.11 Billion
  • Q1 2025

A detailed history of Bogart Wealth, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Bogart Wealth, LLC holds 221 shares of PHO stock, worth $14,314. This represents 0.0% of its overall portfolio holdings.

Number of Shares
221
Previous 336 34.23%
Holding current value
$14,314
Previous $22,000 36.36%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
SELL
$63.77 - $68.75 $7,333 - $7,906
-115 Reduced 34.23%
221 $14,000
Q3 2024

Oct 22, 2024
SELL
$63.82 - $70.54 $10,721 - $11,850
-168 Reduced 33.33%
336 $23,000
Q2 2024

Jul 31, 2024
SELL
$63.04 - $68.93 $2.41 Million - $2.64 Million
-38,242 Reduced 98.7%
504 $32,000
Q1 2024

Apr 25, 2024
BUY
$58.49 - $66.57 $107,504 - $122,355
1,838 Added 4.98%
38,746 $2.58 Million
Q4 2023

Feb 06, 2024
BUY
$49.77 - $61.28 $158,119 - $194,686
3,177 Added 9.42%
36,908 $2.25 Million
Q3 2023

Oct 30, 2023
BUY
$52.79 - $58.32 $22,646 - $25,019
429 Added 1.29%
33,731 $1.79 Million
Q2 2023

Jul 28, 2023
BUY
$51.27 - $56.39 $62,908 - $69,190
1,227 Added 3.83%
33,302 $1.88 Million
Q1 2023

Apr 21, 2023
BUY
$50.61 - $55.5 $29,353 - $32,190
580 Added 1.84%
32,075 $1.71 Million
Q4 2022

Feb 06, 2023
BUY
$45.7 - $53.8 $52,555 - $61,870
1,150 Added 3.79%
31,495 $1.62 Million
Q3 2022

Nov 03, 2022
BUY
$45.75 - $54.57 $75,807 - $90,422
1,657 Added 5.78%
30,345 $1.39 Million
Q2 2022

Jul 22, 2022
BUY
$43.41 - $53.73 $51,267 - $63,455
1,181 Added 4.29%
28,688 $1.33 Million
Q1 2022

Apr 22, 2022
BUY
$49.6 - $59.81 $44,788 - $54,008
903 Added 3.39%
27,507 $1.46 Million
Q4 2021

Jan 19, 2022
BUY
$54.71 - $60.84 $85,074 - $94,606
1,555 Added 6.21%
26,604 $1.62 Million
Q3 2021

Oct 15, 2021
BUY
$53.8 - $59.62 $1.35 Million - $1.49 Million
25,049 New
25,049 $1.37 Million

Others Institutions Holding PHO

# of Institutions
415
Shares Held
13.1M
Call Options Held
64.7K
Put Options Held
34.7K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PHO Quotes by TradingView
  • Ticker PHO
  • Sector ETFs
  • Industry ETFs
More about PHO
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