Stonebridge Financial Planning Group’s First Trust Water ETF FIW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.98M | Buy |
|
|||||
|
2025
Q2 | $1.86M | Sell |
|
|||||
|
2025
Q1 | $1.83M | Buy |
|
|||||
|
2024
Q4 | $1.86M | Buy |
|
|||||
|
2024
Q3 | $1.99M | Sell |
|
|||||
|
2024
Q2 | $1.92M | Sell |
|
|||||
|
2024
Q1 | $2M | Sell |
|
|||||
|
2023
Q4 | $1.94M | Sell |
|
|||||
|
2023
Q3 | $1.76M | Sell |
|
|||||
|
2023
Q2 | $1.96M | Sell |
|
|||||
|
2023
Q1 | $1.89M | Sell |
|
|||||
|
2022
Q4 | $1.8M | Hold |
|
|||||
|
2022
Q3 | $1.63M | Buy |
|
|||||
|
2022
Q2 | $1.59M | Sell |
|
|||||
|
2022
Q1 | $1.95M | Sell |
|
|||||
|
2021
Q4 | $1.91M | Buy |
|
|||||
|
2021
Q3 | $2.06M | Buy |
|
|||||
|
2021
Q2 | $1.65M | Buy |
|
|||||
|
2021
Q1 | $1.39M | Buy |
|
|||||
|
2020
Q4 | $1.19M | Sell |
|
|||||
|
2020
Q3 | $1.09M | Sell |
|
|||||
|
2020
Q2 | $950K | Sell |
|
|||||
|
2020
Q1 | $886K | Buy |
|
|||||
|
2019
Q4 | $388K | Buy |
|