WR Wealth Planners’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 | $5.74K | Hold |
56
| – | – | ﹤0.01% | 673 |
|
|
2024
Q3 | $6.13K | Hold |
56
| – | – | ﹤0.01% | 708 |
|
|
2024
Q2 | $5.6K | Hold |
56
| – | – | ﹤0.01% | 703 |
|
|
2024
Q1 | $5.71K | Buy |
+56
| New | +$5.71K | ﹤0.01% | 695 |
|
|
2023
Q4 | – | Sell |
-56
| Closed | -$4.61K | – | 421 |
|
|
2023
Q3 | $4.61K | Hold |
56
| – | – | ﹤0.01% | 686 |
|
|
2023
Q2 | $4.93K | Hold |
56
| – | – | ﹤0.01% | 679 |
|
|
2023
Q1 | $4.64K | Buy |
56
+1
| +2% | +$83 | ﹤0.01% | 689 |
|
|
2022
Q4 | $4.4K | Hold |
55
| – | – | ﹤0.01% | 340 |
|
|
2022
Q3 | $3.97K | Hold |
55
| – | – | ﹤0.01% | 334 |
|
|
2022
Q2 | $3.98K | Hold |
55
| – | – | ﹤0.01% | 363 |
|
|
2022
Q1 | $4.65K | Buy |
+55
| New | +$4.65K | ﹤0.01% | 364 |
|