Abound Wealth Management’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
Q2 | $18.4K | Hold |
264
| – | – | 0.01% | 346 |
|
|
2025
Q1 | $17K | Hold |
264
| – | – | 0.01% | 321 |
|
|
2024
Q4 | $17.3K | Buy |
264
+1
| +0.4% | +$66 | 0.01% | 301 |
|
|
2024
Q3 | $18.6K | Hold |
263
| – | – | 0.01% | 311 |
|
|
2024
Q2 | $17.1K | Hold |
263
| – | – | 0.01% | 283 |
|
|
2024
Q1 | $17.5K | Hold |
263
| – | – | 0.01% | 277 |
|
|
2023
Q4 | $16K | Hold |
263
| – | – | 0.01% | 305 |
|
|
2023
Q3 | $14K | Buy |
263
+50
| +23% | +$2.65K | 0.01% | 278 |
|
|
2023
Q2 | $12K | Buy |
213
+78
| +58% | +$4.41K | 0.01% | 310 |
|
|
2023
Q1 | $7.21K | Buy |
135
+51
| +61% | +$2.72K | ﹤0.01% | 336 |
|
|
2022
Q4 | $4.33K | Hold |
84
| – | – | ﹤0.01% | 376 |
|
|
2022
Q3 | $3.84K | Buy |
+84
| New | +$3.84K | ﹤0.01% | 398 |
|