Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $131K | Sell |
1,291
-5,641
| -81% | -$572K | 0.1% | 133 |
|
|
2024
Q3 | $757K | Sell |
6,932
-67
| -1% | -$7.32K | 0.22% | 97 |
|
|
2024
Q2 | $699K | Sell |
6,999
-60
| -0.8% | -$5.99K | 0.2% | 107 |
|
|
2024
Q1 | $721K | Sell |
7,059
-196
| -3% | -$20K | 0.21% | 98 |
|
|
2023
Q4 | $687K | Sell |
7,255
-727
| -9% | -$68.8K | 0.23% | 90 |
|
|
2023
Q3 | $661K | Buy |
+7,982
| New | +$661K | 0.24% | 84 |
|
|
2023
Q1 | $719K | Buy |
+8,591
| New | +$719K | 0.28% | 80 |
|
|
2022
Q4 | – | Sell |
-9,937
| Closed | -$713K | – | 571 |
|
|
2022
Q3 | $713K | Buy |
9,937
+241
| +2% | +$17.3K | 0.29% | 76 |
|
|
2022
Q2 | $698K | Sell |
9,696
-315
| -3% | -$22.7K | 0.31% | 74 |
|
|
2022
Q1 | $844K | Sell |
10,011
-42
| -0.4% | -$3.54K | 0.34% | 76 |
|
|
2021
Q4 | $953K | Buy |
+10,053
| New | +$953K | 0.36% | 75 |
|