Caldwell Sutter Capital’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 | $5.24K | Hold |
75
| – | – | ﹤0.01% | 614 |
|
|
2025
Q1 | $4.84K | Sell |
75
-40
| -35% | -$2.58K | ﹤0.01% | 629 |
|
|
2024
Q4 | $7.57K | Hold |
115
| – | – | ﹤0.01% | 583 |
|
|
2024
Q3 | $8.11K | Hold |
115
| – | – | ﹤0.01% | 582 |
|
|
2024
Q2 | $7.47K | Hold |
115
| – | – | ﹤0.01% | 587 |
|
|
2024
Q1 | $7.66K | Hold |
115
| – | – | ﹤0.01% | 576 |
|
|
2023
Q4 | $7K | Buy |
115
+25
| +28% | +$1.52K | ﹤0.01% | 584 |
|
|
2023
Q3 | $4.79K | Hold |
90
| – | – | ﹤0.01% | 611 |
|
|
2023
Q2 | $5.08K | Buy |
90
+50
| +125% | +$2.82K | ﹤0.01% | 602 |
|
|
2023
Q1 | $2.13K | Buy |
+40
| New | +$2.13K | ﹤0.01% | 490 |
|