Osborne Partners Capital Management’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 | $258K | Sell |
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|
2025
Q2 | $254K | Hold |
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|
2025
Q1 | $234K | Sell |
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|
2024
Q4 | $469K | Sell |
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|
2024
Q3 | $572K | Hold |
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|
2024
Q2 | $526K | Sell |
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|
2024
Q1 | $673K | Hold |
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|
2023
Q4 | $615K | Hold |
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|
2023
Q3 | $537K | Sell |
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|
2023
Q2 | $673K | Sell |
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|
2023
Q1 | $682K | Sell |
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|
2022
Q4 | $942K | Sell |
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|
2022
Q3 | $840K | Sell |
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|
2022
Q2 | $866K | Sell |
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|
2022
Q1 | $1.18M | Sell |
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|
2021
Q4 | $1.39M | Sell |
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|
2021
Q3 | $1.3M | Sell |
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|
2021
Q2 | $1.42M | Sell |
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|
2021
Q1 | $1.37M | Buy |
|