Atria Investments’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 | $207K | Buy |
+1,486
| New | +$207K | ﹤0.01% | 1913 |
|
|
2025
Q1 | – | Sell |
-3,813
| Closed | -$455K | – | 1946 |
|
|
2024
Q4 | $455K | Buy |
3,813
+69
| +2% | +$8.23K | 0.01% | 1368 |
|
|
2024
Q3 | $476K | Sell |
3,744
-3,143
| -46% | -$400K | 0.01% | 1349 |
|
|
2024
Q2 | $796K | Buy |
+6,887
| New | +$796K | 0.01% | 1058 |
|
|
2022
Q2 | – | Sell |
-19,770
| Closed | -$1.86M | – | 800 |
|
|
2022
Q1 | $1.86M | Buy |
19,770
+604
| +3% | +$56.8K | 0.03% | 603 |
|
|
2021
Q4 | $1.97M | Sell |
19,166
-363
| -2% | -$37.3K | 0.04% | 575 |
|
|
2021
Q3 | $1.81M | Buy |
19,529
+707
| +4% | +$65.5K | 0.03% | 568 |
|
|
2021
Q2 | $1.74M | Buy |
18,822
+717
| +4% | +$66.4K | 0.03% | 561 |
|
|
2021
Q1 | $1.56M | Buy |
18,105
+1,262
| +7% | +$109K | 0.03% | 544 |
|
|
2020
Q4 | $1.36M | Buy |
+16,843
| New | +$1.36M | 0.03% | 556 |
|