TruWealth 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 | $306K | Buy |
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|
2025
Q2 | $297K | Buy |
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|
2025
Q1 | $274K | Buy |
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|
2024
Q4 | $279K | Buy |
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|
2024
Q3 | $289K | Sell |
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|
2024
Q2 | $283K | Buy |
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|
2024
Q1 | $281K | Buy |
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|
2023
Q4 | $256K | Sell |
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|
2023
Q3 | $249K | Buy |
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|
2023
Q2 | $244K | Buy |
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|
2023
Q1 | $211K | Buy |
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|
2022
Q4 | $204K | Buy |
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