Spire Wealth Management’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
Q4 | – | Sell |
-25
| Closed | -$2.73K | – | 2466 |
|
|
2024
Q3 | $2.73K | Buy |
+25
| New | +$2.73K | ﹤0.01% | 1935 |
|
|
2024
Q2 | – | Sell |
-189
| Closed | -$19.3K | – | 2277 |
|
|
2024
Q1 | $19.3K | Hold |
189
| – | – | ﹤0.01% | 1530 |
|
|
2023
Q4 | $17.5K | Sell |
189
-400
| -68% | -$36.9K | ﹤0.01% | 1584 |
|
|
2023
Q3 | $48.7K | Hold |
589
| – | – | ﹤0.01% | 1179 |
|
|
2023
Q2 | $52.2K | Hold |
589
| – | – | ﹤0.01% | 1182 |
|
|
2023
Q1 | $49.3K | Buy |
589
+100
| +20% | +$8.36K | ﹤0.01% | 1212 |
|
|
2022
Q4 | $39K | Buy |
489
+158
| +48% | +$12.6K | ﹤0.01% | 1077 |
|
|
2022
Q3 | $24K | Sell |
331
-629
| -66% | -$45.6K | ﹤0.01% | 1252 |
|
|
2022
Q2 | $69K | Sell |
960
-195
| -17% | -$14K | ﹤0.01% | 1171 |
|
|
2022
Q1 | $97K | Hold |
1,155
| – | – | ﹤0.01% | 1173 |
|
|
2021
Q4 | $109K | Sell |
1,155
-365
| -24% | -$34.4K | ﹤0.01% | 1369 |
|
|
2021
Q3 | $129K | Hold |
1,520
| – | – | ﹤0.01% | 1099 |
|
|
2021
Q2 | $127K | Hold |
1,520
| – | – | ﹤0.01% | 1101 |
|
|
2021
Q1 | $88K | Buy |
+1,520
| New | +$88K | ﹤0.01% | 1450 |
|