Laird Norton Wetherby Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,700
| Closed | -$265K | – | 907 |
|
|
2022
Q3 | $265K | Hold |
3,700
| – | – | 0.02% | 699 |
|
|
2022
Q2 | $266K | Hold |
3,700
| – | – | 0.02% | 722 |
|
|
2022
Q1 | $312K | Hold |
3,700
| – | – | 0.02% | 706 |
|
|
2021
Q4 | $350K | Buy |
3,700
+700
| +23% | +$66.2K | 0.02% | 653 |
|
|
2021
Q3 | $255K | Hold |
3,000
| – | – | 0.02% | 755 |
|
|
2021
Q2 | $251K | Hold |
3,000
| – | – | 0.02% | 765 |
|
|
2021
Q1 | $235K | Hold |
3,000
| – | – | 0.02% | 697 |
|
|
2020
Q4 | $216K | Buy |
+3,000
| New | +$216K | 0.01% | 776 |
|