Alterna Wealth Management’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
$244K Sell
2025
Q2
$317K Hold
2025
Q1
$292K Hold
2024
Q4
$298K Hold
2024
Q3
$319K Hold
2024
Q2
$294K Hold
2024
Q1
$301K Hold
2023
Q4
$276K Hold
2023
Q3
$241K Hold
2023
Q2
$255K Hold
2023
Q1
$242K Hold
2022
Q4
$233K Hold
2022
Q3
$207K Sell
2022
Q2
$229K Buy
2022
Q1
$259K Buy
2021
Q4
$271K Buy