OneDigital Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.11M | Buy |
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|
2025
Q2 | $1.07M | Sell |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $1.03M | Sell |
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|
2024
Q3 | $1.11M | Hold |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $918K | Buy |
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|
2023
Q4 | $809K | Buy |
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|
2023
Q3 | $690K | Buy |
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|
2023
Q2 | $723K | Buy |
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|
2023
Q1 | $670K | Buy |
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|
2022
Q4 | $648K | Buy |
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|
2022
Q3 | $453K | Sell |
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|
2022
Q2 | $467K | Buy |
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|
2022
Q1 | $532K | Buy |
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|
2021
Q4 | $604K | Sell |
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|
2021
Q3 | $553K | Buy |
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|
2021
Q2 | $532K | Buy |
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|
2021
Q1 | $445K | Sell |
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|
2020
Q4 | $454K | Hold |
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|
2020
Q3 | $388K | Sell |
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|
2020
Q2 | $383K | Hold |
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|
2020
Q1 | $330K | Buy |
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