TW
Transform Wealth’s Invesco Water Resources ETF PHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $317K | Buy |
4,909
+2
| +0% | +$129 | 0.02% | 204 |
|
|
2024
Q4 | $323K | Buy |
4,907
+1,484
| +43% | +$97.6K | 0.02% | 210 |
|
|
2024
Q3 | $241K | Buy |
3,423
+1
| +0% | +$71 | 0.02% | 197 |
|
|
2024
Q2 | $222K | Buy |
3,422
+2
| +0.1% | +$130 | 0.02% | 201 |
|
|
2024
Q1 | $228K | Buy |
3,420
+1
| +0% | +$67 | 0.02% | 207 |
|
|
2023
Q4 | $208K | Buy |
+3,419
| New | +$208K | 0.02% | 230 |
|
|
2023
Q3 | – | Sell |
-6,830
| Closed | -$385K | – | 264 |
|
|
2023
Q2 | $385K | Buy |
6,830
+6
| +0.1% | +$338 | 0.03% | 198 |
|
|
2023
Q1 | $364K | Buy |
+6,824
| New | +$364K | 0.03% | 197 |
|