Farther Finance Advisors’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 | $106K | Buy |
1,511
+691
| +84% | +$48.3K | ﹤0.01% | 1731 |
|
2025
Q1 | $53.1K | Buy |
820
+563
| +219% | +$36.5K | ﹤0.01% | 1867 |
|
2024
Q4 | $16.9K | Hold |
257
| – | – | ﹤0.01% | 2155 |
|
2024
Q3 | $18.1K | Buy |
257
+30
| +13% | +$2.12K | ﹤0.01% | 2127 |
|
2024
Q2 | $14.5K | Buy |
227
+30
| +15% | +$1.92K | ﹤0.01% | 1909 |
|
2024
Q1 | $13K | Buy |
197
+57
| +41% | +$3.76K | ﹤0.01% | 1647 |
|
2023
Q4 | $8.52K | Hold |
140
| – | – | ﹤0.01% | 1689 |
|
2023
Q3 | $7.45K | Sell |
140
-465
| -77% | -$24.7K | ﹤0.01% | 1385 |
|
2023
Q2 | $34.1K | Buy |
+605
| New | +$34.1K | 0.01% | 798 |
|