Ferguson Wellman Capital 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
Q3 | $475K | Hold |
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|
2025
Q2 | $460K | Hold |
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|
2025
Q1 | $425K | Sell |
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|
2024
Q4 | $479K | Hold |
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|
2024
Q3 | $513K | Hold |
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|
2024
Q2 | $472K | Hold |
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|
2024
Q1 | $484K | Hold |
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|
2023
Q4 | $443K | Hold |
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|
2023
Q3 | $387K | Sell |
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|
2023
Q2 | $460K | Hold |
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|
2023
Q1 | $435K | Hold |
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|
2022
Q4 | $420K | Buy |
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|
2022
Q3 | $353K | Hold |
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|
2022
Q2 | $356K | Hold |
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|
2022
Q1 | $409K | Sell |
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|
2021
Q4 | $482K | Buy |
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|
2021
Q3 | $217K | Hold |
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|
2021
Q2 | $212K | Sell |
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|
2021
Q1 | $207K | Buy |
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