Personal Wealth 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
Q2 | – | Sell |
-5,359
| Closed | -$452K | – | 16 |
|
|
2022
Q1 | $452K | Hold |
5,359
| – | – | 0.2% | 50 |
|
|
2021
Q4 | $508K | Hold |
5,359
| – | – | 0.21% | 49 |
|
|
2021
Q3 | $456K | Hold |
5,359
| – | – | 0.19% | 51 |
|
|
2021
Q2 | $448K | Hold |
5,359
| – | – | 0.18% | 50 |
|
|
2021
Q1 | $419K | Hold |
5,359
| – | – | 0.19% | 50 |
|
|
2020
Q4 | $386K | Hold |
5,359
| – | – | 0.18% | 49 |
|
|
2020
Q3 | $324K | Hold |
5,359
| – | – | 0.17% | 53 |
|
|
2020
Q2 | $299K | Hold |
5,359
| – | – | 0.16% | 50 |
|
|
2020
Q1 | $256K | Sell |
5,359
-236
| -4% | -$11.3K | 0.15% | 51 |
|
|
2019
Q4 | $335K | Buy |
5,595
+880
| +19% | +$52.7K | 0.14% | 51 |
|
|
2019
Q3 | $265K | Hold |
4,715
| – | – | 0.12% | 55 |
|
|
2019
Q2 | $258K | Hold |
4,715
| – | – | 0.12% | 51 |
|
|
2019
Q1 | $241K | Buy |
+4,715
| New | +$241K | 0.13% | 51 |
|