1858 Wealth Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
14,554
+1,922
| +15% | +$267K | 1.49% | 22 |
|
|
2025
Q1 | $1.43M | Buy |
12,632
+222
| +2% | +$25.1K | 1.21% | 25 |
|
|
2024
Q4 | $1.48M | Buy |
12,410
+4,466
| +56% | +$533K | 1.17% | 25 |
|
|
2024
Q3 | $1.01M | Sell |
7,944
-17
| -0.2% | -$2.16K | 0.83% | 31 |
|
|
2024
Q2 | $920K | Sell |
7,961
-5
| -0.1% | -$578 | 0.76% | 37 |
|
|
2024
Q1 | $834K | Hold |
7,966
| – | – | 0.79% | 37 |
|
|
2023
Q4 | $834K | Buy |
+7,966
| New | +$834K | 0.79% | 37 |
|