Golden State Wealth Management’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 | $22.2K | Buy |
318
+70
| +28% | +$4.89K | ﹤0.01% | 861 |
|
|
2025
Q1 | $16K | Hold |
248
| – | – | ﹤0.01% | 854 |
|
|
2024
Q4 | $16.3K | Buy |
+248
| New | +$16.3K | ﹤0.01% | 818 |
|
|
2019
Q4 | – | Sell |
-482
| Closed | -$18K | – | 672 |
|
|
2019
Q3 | $18K | Hold |
482
| – | – | 0.01% | 635 |
|
|
2019
Q2 | $17K | Hold |
482
| – | – | 0.01% | 649 |
|
|
2019
Q1 | $16K | Buy |
+482
| New | +$16K | 0.01% | 671 |
|