Belpointe Asset 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
Q4 | $269K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.62K | Sell |
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|
2024
Q2 | $1.53K | Sell |
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|
2024
Q1 | $233K | Buy |
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|
2023
Q4 | $211K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.66M | Buy |
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|
2022
Q4 | $1.59M | Buy |
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|
2022
Q3 | $1.29M | Buy |
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|
2022
Q2 | $1.27M | Sell |
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|
2022
Q1 | $1.63M | Sell |
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|
2021
Q4 | $1.99M | Sell |
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|
2021
Q3 | $1.84M | Buy |
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|
2021
Q2 | $1.65M | Buy |
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|
2021
Q1 | $1.48M | Buy |
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|
2020
Q4 | $1.38M | Buy |
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|
2020
Q3 | $1.1M | Sell |
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|
2020
Q2 | $1.01M | Sell |
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|
2020
Q1 | $890K | Buy |
|