Keener Financial Planning’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 | $41K | Buy |
+600
| New | +$41K | 0.02% | 111 |
|
|
2025
Q1 | – | Sell |
-600
| Closed | -$39K | – | 192 |
|
|
2024
Q4 | $39K | Hold |
600
| – | – | 0.02% | 99 |
|
|
2024
Q3 | $42K | Hold |
600
| – | – | 0.03% | 92 |
|
|
2024
Q2 | $38K | Hold |
600
| – | – | 0.02% | 100 |
|
|
2024
Q1 | $40K | Hold |
600
| – | – | 0.03% | 102 |
|
|
2023
Q4 | $37K | Buy |
+600
| New | +$37K | 0.03% | 109 |
|