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Sequent Planning’s First Trust Water ETF FIW Stock Holding History

Sequent Planning’s Portfolio FIW Stock Details FIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,335
Closed -$365K – 145
2024
Q3 		$365K Buy
3,335
+1,114
+50% +$122K 0.13% 107
2024
Q2 		$218K Buy
+2,221
New +$218K 0.07% 129