Legacy Bridge’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $47.5K | Hold |
710
| – | – | 0.02% | 202 |
|
|
2025
Q4 | $50K | Hold |
710
| – | – | 0.02% | 194 |
|
|
2025
Q3 | $51.2K | Hold |
710
| – | – | 0.02% | 192 |
|
|
2025
Q2 | $49.6K | Hold |
710
| – | – | 0.02% | 184 |
|
|
2025
Q1 | $45.8K | Hold |
710
| – | – | 0.03% | 187 |
|
|
2024
Q4 | $46.7K | Sell |
710
-500
| -41% | -$34.9K | 0.02% | 193 |
|
|
2024
Q3 | $80.7K | Buy |
1,210
+500
| +70% | +$34K | 0.04% | 171 |
|
|
2024
Q2 | $46.1K | Hold |
710
| – | – | 0.03% | 188 |
|
|
2024
Q1 | $47.3K | Hold |
710
| – | – | 0.03% | 197 |
|
|
2023
Q4 | $43.2K | Hold |
710
| – | – | 0.03% | 200 |
|
|
2023
Q3 | $37.8K | Hold |
710
| – | – | 0.03% | 198 |
|
|
2023
Q2 | $40K | Hold |
710
| – | – | 0.03% | 199 |
|
|
2023
Q1 | $37.9K | Hold |
710
| – | – | 0.03% | 205 |
|
|
2022
Q4 | $36.6K | Hold |
710
| – | – | 0.03% | 205 |
|
|
2022
Q3 | $32K | Hold |
710
| – | – | 0.03% | 197 |
|
|
2022
Q2 | $33K | Hold |
710
| – | – | 0.02% | 203 |
|
|
2022
Q1 | $38K | Hold |
710
| – | – | 0.02% | 209 |
|
|
2021
Q4 | $43K | Hold |
710
| – | – | 0.02% | 206 |
|
|
2021
Q3 | $39K | Hold |
710
| – | – | 0.02% | 204 |
|
|
2021
Q2 | $38K | Hold |
710
| – | – | 0.02% | 210 |
|
|
2021
Q1 | $35K | Hold |
710
| – | – | 0.02% | 210 |
|
|
2020
Q4 | $33K | Hold |
710
| – | – | 0.02% | 204 |
|
|
2020
Q3 | $28K | Hold |
710
| – | – | 0.03% | 200 |
|
|
2020
Q2 | $26K | Hold |
710
| – | – | 0.03% | 203 |
|
|
2020
Q1 | $22K | Hold |
710
| – | – | 0.03% | 198 |
|
|
2019
Q4 | $27K | Buy |
+710
| New | +$26.3K | 0.02% | 217 |
|
Other funds holding PHO
PWM
AI
