Atria Wealth Solutions’s First Trust Global Wind Energy ETF FAN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-10,030
| Closed | -$165K | – | 1977 |
|
2023
Q4 | $165K | Sell |
10,030
-144
| -1% | -$2.37K | ﹤0.01% | 1798 |
|
2023
Q3 | $147K | Sell |
10,174
-361
| -3% | -$5.23K | ﹤0.01% | 1736 |
|
2023
Q2 | $184K | Sell |
10,535
-2,008
| -16% | -$35.1K | ﹤0.01% | 1713 |
|
2023
Q1 | $224K | Sell |
12,543
-200
| -2% | -$3.57K | ﹤0.01% | 1598 |
|
2022
Q4 | $221K | Buy |
12,743
+219
| +2% | +$3.79K | ﹤0.01% | 1542 |
|
2022
Q3 | $189K | Sell |
12,524
-705
| -5% | -$10.7K | ﹤0.01% | 1561 |
|
2022
Q2 | $228K | Buy |
13,229
+2,562
| +24% | +$44.2K | ﹤0.01% | 1344 |
|
2022
Q1 | $211K | Buy |
+10,667
| New | +$211K | ﹤0.01% | 1562 |
|