Oliver Lagore Vanvalin Investment Group’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
Q2 | – | Sell |
-6
| Closed | -$562 | – | 760 |
|
|
2024
Q1 | $562 | Sell |
6
-75
| -93% | -$7.03K | ﹤0.01% | 661 |
|
|
2023
Q4 | $7.63K | Hold |
81
| – | – | ﹤0.01% | 456 |
|
|
2023
Q3 | $6.66K | Hold |
81
| – | – | ﹤0.01% | 495 |
|
|
2023
Q2 | $7.13K | Sell |
81
-111
| -58% | -$9.77K | ﹤0.01% | 521 |
|
|
2023
Q1 | $16.1K | Sell |
192
-5,717
| -97% | -$478K | 0.01% | 311 |
|
|
2022
Q4 | $469K | Buy |
5,909
+658
| +13% | +$52.2K | 0.26% | 47 |
|
|
2022
Q3 | $377K | Buy |
5,251
+1,400
| +36% | +$101K | 0.24% | 55 |
|
|
2022
Q2 | $277K | Buy |
3,851
+50
| +1% | +$3.6K | 0.16% | 74 |
|
|
2022
Q1 | $335K | Buy |
+3,801
| New | +$335K | 0.22% | 75 |
|