Accordant Advisory Group’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 | $2.09K | Buy |
+15
| New | +$2.09K | ﹤0.01% | 156 |
|
2025
Q1 | – | Sell |
-38,371
| Closed | -$4.58M | – | 151 |
|
2024
Q4 | $4.58M | Buy |
+38,371
| New | +$4.58M | 4.42% | 8 |
|
2024
Q3 | – | Sell |
-2,721
| Closed | -$314K | – | 8 |
|
2024
Q2 | $314K | Sell |
2,721
-526
| -16% | -$60.8K | 0.3% | 45 |
|
2024
Q1 | $372K | Buy |
+3,247
| New | +$372K | 0.28% | 63 |
|