Carson Wealth (CWM LLC)’s First Trust Water ETF FIW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $738K | Sell |
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|
2025
Q2 | $740K | Sell |
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|
2025
Q1 | $711K | Sell |
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|
2024
Q4 | $766K | Sell |
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|
2024
Q3 | $997K | Buy |
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|
2024
Q2 | $893K | Buy |
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|
2024
Q1 | $895K | Buy |
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|
2023
Q4 | $267K | Hold |
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|
2023
Q3 | $233K | Hold |
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|
2023
Q2 | $249K | Hold |
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|
2023
Q1 | $235K | Buy |
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|
2022
Q4 | $216K | Hold |
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|
2022
Q3 | $196K | Hold |
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|
2022
Q2 | $196K | Sell |
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|
2022
Q1 | $246K | Hold |
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|
2021
Q4 | $277K | Buy |
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|
2021
Q2 | $24K | Hold |
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|
2021
Q1 | $24K | Hold |
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|
2020
Q4 | $24K | Hold |
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|
2020
Q3 | $24K | Hold |
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|
2020
Q2 | $24K | Hold |
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|
2020
Q1 | $24K | Hold |
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|
2019
Q4 | $24K | Hold |
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|
2019
Q3 | $24K | Hold |
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|
2019
Q2 | $24K | Hold |
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|
2019
Q1 | $24K | Buy |
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