AWM
Accel Wealth Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-490
| Closed | -$25.6K | – | 681 |
|
|
2023
Q1 | $25.6K | Hold |
490
| – | – | 0.01% | 638 |
|
|
2022
Q4 | $23.1K | Sell |
490
-113
| -19% | -$5.33K | 0.01% | 511 |
|
|
2022
Q3 | $37K | Hold |
603
| – | – | 0.02% | 431 |
|
|
2022
Q2 | $31K | Sell |
603
-200
| -25% | -$10.3K | 0.02% | 447 |
|
|
2022
Q1 | $52K | Sell |
803
-1,917
| -70% | -$124K | 0.03% | 373 |
|
|
2021
Q4 | $185K | Sell |
2,720
-4,895
| -64% | -$333K | 0.09% | 176 |
|
|
2021
Q3 | $477K | Sell |
7,615
-605
| -7% | -$37.9K | 0.31% | 69 |
|
|
2021
Q2 | $569K | Sell |
8,220
-50
| -0.6% | -$3.46K | 0.38% | 62 |
|
|
2021
Q1 | $567K | Buy |
8,270
+3,810
| +85% | +$261K | 0.46% | 52 |
|
|
2020
Q4 | $313K | Buy |
+4,460
| New | +$313K | 0.29% | 72 |
|