WealthBridge Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Hold |
4,389
| – | – | 0.08% | 169 |
|
|
2025
Q1 | $283K | Buy |
4,389
+75
| +2% | +$4.84K | 0.08% | 165 |
|
|
2024
Q4 | $284K | Hold |
4,314
| – | – | 0.08% | 160 |
|
|
2024
Q3 | $304K | Sell |
4,314
-150
| -3% | -$10.6K | 0.09% | 158 |
|
|
2024
Q2 | $290K | Hold |
4,464
| – | – | 0.1% | 136 |
|
|
2024
Q1 | $297K | Buy |
4,464
+150
| +3% | +$9.99K | 0.1% | 131 |
|
|
2023
Q4 | $263K | Hold |
4,314
| – | – | 0.1% | 134 |
|
|
2023
Q3 | $229K | Hold |
4,314
| – | – | 0.09% | 153 |
|
|
2023
Q2 | $243K | Hold |
4,314
| – | – | 0.1% | 155 |
|
|
2023
Q1 | $230K | Hold |
4,314
| – | – | 0.09% | 170 |
|
|
2022
Q4 | $222K | Buy |
+4,314
| New | +$222K | 0.09% | 178 |
|
|
2022
Q2 | – | Sell |
-4,314
| Closed | -$229K | – | 209 |
|
|
2022
Q1 | $229K | Buy |
4,314
+50
| +1% | +$2.65K | 0.09% | 169 |
|
|
2021
Q4 | $259K | Hold |
4,264
| – | – | 0.1% | 144 |
|
|
2021
Q3 | $233K | Hold |
4,264
| – | – | 0.09% | 153 |
|
|
2021
Q2 | $228K | Hold |
4,264
| – | – | 0.08% | 152 |
|
|
2021
Q1 | $211K | Buy |
+4,264
| New | +$211K | 0.09% | 151 |
|
|
2019
Q2 | – | Sell |
-3,800
| Closed | -$130K | – | 657 |
|
|
2019
Q1 | $130K | Buy |
3,800
+200
| +6% | +$6.84K | 0.08% | 153 |
|
|
2018
Q4 | $102K | Buy |
+3,600
| New | +$102K | 0.08% | 163 |
|