TFM
TFC Financial Management’s Invesco Water Resources ETF PHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123K | Buy |
1,766
+3
| +0.2% | +$210 | 0.02% | 172 |
|
|
2025
Q1 | $114K | Buy |
+1,763
| New | +$114K | 0.02% | 180 |
|
|
2022
Q4 | – | Sell |
-200
| Closed | -$9K | – | 555 |
|
|
2022
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 326 |
|
|
2022
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 312 |
|
|
2022
Q1 | $11K | Hold |
200
| – | – | ﹤0.01% | 312 |
|
|
2021
Q4 | $12K | Hold |
200
| – | – | ﹤0.01% | 323 |
|
|
2021
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 329 |
|
|
2021
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 313 |
|
|
2021
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 311 |
|
|
2020
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 320 |
|
|
2020
Q3 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 314 |
|