CTWM
Cherry Tree Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.1K | Hold |
1,002
| – | – | 0.02% | 239 |
|
|
2025
Q1 | $64.7K | Hold |
1,002
| – | – | 0.02% | 242 |
|
|
2024
Q4 | $65.9K | Hold |
1,002
| – | – | 0.02% | 237 |
|
|
2024
Q3 | $70.7K | Hold |
1,002
| – | – | 0.02% | 240 |
|
|
2024
Q2 | $65K | Hold |
1,002
| – | – | 0.02% | 240 |
|
|
2024
Q1 | $66.7K | Hold |
1,002
| – | – | 0.02% | 236 |
|
|
2023
Q4 | $61K | Hold |
1,002
| – | – | 0.02% | 229 |
|
|
2023
Q3 | $53.3K | Hold |
1,002
| – | – | 0.02% | 229 |
|
|
2023
Q2 | $56.5K | Buy |
+1,002
| New | +$56.5K | 0.02% | 221 |
|