AWM
Ameliora Wealth Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Sell |
23,155
-8,236
| -26% | -$1.14M | 1.15% | 24 |
|
|
2025
Q1 | $3.55M | Sell |
31,391
-646
| -2% | -$73.1K | 1.34% | 22 |
|
|
2024
Q4 | $3.82M | Sell |
32,037
-1,075
| -3% | -$128K | 1.43% | 21 |
|
|
2024
Q3 | $4.21M | Buy |
33,112
+1,181
| +4% | +$150K | 1.76% | 17 |
|
|
2024
Q2 | $3.69M | Buy |
+31,931
| New | +$3.69M | 1.68% | 21 |
|