Sterling Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,406
| Closed | -$221K | – | 58 |
|
|
2024
Q2 | $221K | Hold |
3,406
| – | – | 0.17% | 57 |
|
|
2024
Q1 | $227K | Hold |
3,406
| – | – | 0.16% | 60 |
|
|
2023
Q4 | $207K | Buy |
+3,406
| New | +$207K | 0.15% | 63 |
|
|
2022
Q1 | – | Sell |
-3,406
| Closed | -$207K | – | 72 |
|
|
2021
Q4 | $207K | Buy |
+3,406
| New | +$207K | 0.13% | 68 |
|