Confluence Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $275K | Sell |
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|
2018
Q1 | $284K | Hold |
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|
2017
Q4 | $290K | Sell |
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|
2017
Q3 | $337K | Sell |
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|
2017
Q2 | $330K | Sell |
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|
2017
Q1 | $357K | Hold |
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|
2016
Q4 | $339K | Hold |
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|
2016
Q3 | $324K | Sell |
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|
2016
Q2 | $363K | Sell |
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|
2016
Q1 | $472K | Sell |
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|
2015
Q4 | $457K | Sell |
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|
2015
Q3 | $450K | Sell |
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|
2015
Q2 | $573K | Sell |
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|
2015
Q1 | $597K | Sell |
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|
2014
Q4 | $649K | Buy |
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|
2014
Q3 | $592K | Sell |
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|
2014
Q2 | $685K | Buy |
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|
2014
Q1 | $497K | Buy |
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