Beese Fulmer Investment 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 | $497K | Buy |
7,112
+179
| +3% | +$12.5K | 0.04% | 180 |
|
|
2025
Q1 | $447K | Buy |
+6,933
| New | +$447K | 0.04% | 166 |
|
|
2024
Q4 | – | Sell |
-3,033
| Closed | -$214K | – | 234 |
|
|
2024
Q3 | $214K | Buy |
+3,033
| New | +$214K | 0.02% | 221 |
|
|
2024
Q2 | – | Sell |
-3,033
| Closed | -$202K | – | 230 |
|
|
2024
Q1 | $202K | Buy |
+3,033
| New | +$202K | 0.02% | 219 |
|