McKinley Carter Wealth Services’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
2023
Q2
Sell
-19,111
Closed -$1.6M 304
2023
Q1
$1.6M Sell
19,111
-2,179
-10% -$182K 0.13% 114
2022
Q4
$1.69M Buy
+21,290
New +$1.69M 0.14% 106
2018
Q2
Sell
-400
Closed -$19K 241
2018
Q1
$19K Buy
+400
New +$19K 0.01% 332