SWA
SOA Wealth Advisors’s First Trust Water ETF FIW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-358
| Closed | -$36.6K | – | 895 |
|
2024
Q4 | $36.6K | Hold |
358
| – | – | 0.01% | 373 |
|
2024
Q3 | $39.1K | Buy |
358
+1
| +0.3% | +$109 | 0.01% | 360 |
|
2024
Q2 | $35.7K | Buy |
357
+1
| +0.3% | +$100 | 0.01% | 355 |
|
2024
Q1 | $36.4K | Buy |
+356
| New | +$36.4K | 0.01% | 346 |
|