Mosaic Financial Group’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 | $556K | Buy |
7,948
+6
| +0.1% | +$420 | 0.43% | 57 |
|
|
2025
Q1 | $512K | Sell |
7,942
-4,001
| -34% | -$258K | 0.42% | 56 |
|
|
2024
Q4 | $786K | Buy |
11,943
+5
| +0% | +$329 | 0.56% | 43 |
|
|
2024
Q3 | $842K | Buy |
11,938
+3
| +0% | +$212 | 0.6% | 44 |
|
|
2024
Q2 | $775K | Buy |
11,935
+4,012
| +51% | +$261K | 0.56% | 45 |
|
|
2024
Q1 | $527K | Buy |
+7,923
| New | +$527K | 0.42% | 52 |
|