SWM
Segment Wealth Management’s First Trust Water ETF FIW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-56,430
| Closed | -$2.87M | – | 195 |
|
|
2018
Q3 | $2.87M | Buy |
+56,430
| New | +$2.87M | 0.63% | 60 |
|
|
2018
Q1 | – | Sell |
-33,805
| Closed | -$1.65M | – | 204 |
|
|
2017
Q4 | $1.65M | Buy |
33,805
+19,565
| +137% | +$953K | 0.4% | 79 |
|
|
2017
Q3 | $645K | Buy |
+14,240
| New | +$645K | 0.17% | 110 |
|