Milestone Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,026
| Closed | -$433K | – | 71 |
|
|
2022
Q3 | $433K | Hold |
6,026
| – | – | 0.32% | 41 |
|
|
2022
Q2 | $440K | Sell |
6,026
-17,178
| -74% | -$1.25M | 0.36% | 43 |
|
|
2022
Q1 | $1.96M | Sell |
23,204
-9,646
| -29% | -$813K | 1.06% | 25 |
|
|
2021
Q4 | $3.11M | Buy |
32,850
+2,504
| +8% | +$237K | 1.57% | 20 |
|
|
2021
Q3 | $2.58M | Buy |
30,346
+128
| +0.4% | +$10.9K | 1.52% | 22 |
|
|
2021
Q2 | $2.53M | Buy |
30,218
+25,169
| +498% | +$2.1M | 1.33% | 23 |
|
|
2021
Q1 | $395K | Buy |
+5,049
| New | +$395K | 0.21% | 40 |
|