WealthShield Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,140
| Closed | -$371K | – | 1152 |
|
|
2020
Q4 | $371K | Sell |
5,140
-1,978
| -28% | -$143K | 0.07% | 211 |
|
|
2020
Q3 | $430K | Buy |
+7,118
| New | +$430K | 0.15% | 147 |
|
|
2019
Q3 | – | Sell |
-400
| Closed | -$22K | – | 263 |
|
|
2019
Q2 | $22K | Hold |
400
| – | – | 0.01% | 193 |
|
|
2019
Q1 | $20K | Buy |
+400
| New | +$20K | 0.01% | 217 |
|