Wealthspan Partners’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
Q2 | $624K | Sell |
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|
2025
Q1 | $607K | Sell |
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|
2024
Q4 | $639K | Sell |
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|
2024
Q3 | $704K | Hold |
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|
2024
Q2 | $647K | Buy |
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|
2024
Q1 | $635K | Buy |
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|
2023
Q4 | $357K | Sell |
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|
2023
Q3 | $328K | Sell |
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|
2023
Q2 | $444K | Sell |
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|
2023
Q1 | $501K | Sell |
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|
2022
Q4 | $510K | Buy |
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|
2022
Q3 | $450K | Sell |
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|
2022
Q2 | $470K | Buy |
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|
2022
Q1 | $483K | Buy |
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|
2021
Q4 | $534K | Buy |
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