BFO
Biltmore Family Office’s Invesco Water Resources ETF PHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.5K | Hold |
550
| – | – | 0.01% | 243 |
|
|
2025
Q1 | $35.5K | Hold |
550
| – | – | 0.01% | 233 |
|
|
2024
Q4 | $36.2K | Hold |
550
| – | – | 0.01% | 234 |
|
|
2024
Q3 | $38.8K | Hold |
550
| – | – | 0.01% | 231 |
|
|
2024
Q2 | $35.7K | Hold |
550
| – | – | 0.01% | 207 |
|
|
2024
Q1 | $36.6K | Hold |
550
| – | – | 0.01% | 204 |
|
|
2023
Q4 | $33.5K | Hold |
550
| – | – | 0.01% | 204 |
|
|
2023
Q3 | $29.2K | Hold |
550
| – | – | 0.01% | 204 |
|
|
2023
Q2 | $31K | Hold |
550
| – | – | 0.01% | 202 |
|
|
2023
Q1 | $29.3K | Hold |
550
| – | – | 0.01% | 243 |
|
|
2022
Q4 | $28.3K | Hold |
550
| – | – | 0.01% | 233 |
|
|
2022
Q3 | $25K | Hold |
550
| – | – | 0.01% | 187 |
|
|
2022
Q2 | $25K | Hold |
550
| – | – | 0.01% | 188 |
|
|
2022
Q1 | $29K | Hold |
550
| – | – | 0.01% | 195 |
|
|
2021
Q4 | $33K | Hold |
550
| – | – | 0.01% | 213 |
|
|
2021
Q3 | $30K | Hold |
550
| – | – | 0.01% | 192 |
|
|
2021
Q2 | $29K | Hold |
550
| – | – | 0.01% | 174 |
|
|
2021
Q1 | $27K | Buy |
550
+150
| +38% | +$7.36K | 0.01% | 167 |
|
|
2020
Q4 | $19K | Hold |
400
| – | – | 0.01% | 173 |
|
|
2020
Q3 | $16K | Buy |
+400
| New | +$16K | 0.01% | 155 |
|