Golden State Equity Partners’s First Trust Water ETF FIW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,319
| Closed | -$237K | – | 448 |
|
|
2024
Q4 | $237K | Buy |
+2,319
| New | +$237K | 0.05% | 376 |
|
|
2024
Q3 | – | Sell |
-2,377
| Closed | -$238K | – | 846 |
|
|
2024
Q2 | $238K | Buy |
+2,377
| New | +$238K | 0.05% | 358 |
|
|
2023
Q4 | $241K | Sell |
2,545
-399
| -14% | -$37.8K | 0.06% | 316 |
|
|
2023
Q3 | $244K | Buy |
2,944
+118
| +4% | +$9.76K | 0.07% | 288 |
|
|
2023
Q2 | $250K | Buy |
+2,826
| New | +$250K | 0.07% | 309 |
|