Hanson & Doremus Investment 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
Q1 | – | Sell |
-120
| Closed | -$8K | – | 488 |
|
2024
Q4 | $8K | Hold |
120
| – | – | ﹤0.01% | 425 |
|
2024
Q3 | $8K | Hold |
120
| – | – | ﹤0.01% | 407 |
|
2024
Q2 | $8K | Hold |
120
| – | – | ﹤0.01% | 422 |
|
2024
Q1 | $8K | Buy |
+120
| New | +$8K | ﹤0.01% | 419 |
|
2022
Q4 | – | Sell |
-1,969
| Closed | -$90K | – | 555 |
|
2022
Q3 | $90K | Hold |
1,969
| – | – | 0.02% | 239 |
|
2022
Q2 | $91K | Buy |
1,969
+1,102
| +127% | +$50.9K | 0.02% | 250 |
|
2022
Q1 | $46K | Hold |
867
| – | – | 0.01% | 319 |
|
2021
Q4 | $53K | Hold |
867
| – | – | 0.01% | 299 |
|
2021
Q3 | $47K | Buy |
+867
| New | +$47K | 0.01% | 301 |
|