Atria Wealth Solutions’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 | $1.07M | Sell |
7,695
-54
| -0.7% | -$7.51K | 0.02% | 611 |
|
|
2025
Q1 | $877K | Sell |
7,749
-4,055
| -34% | -$459K | 0.01% | 933 |
|
|
2024
Q4 | $1.41M | Buy |
11,804
+4,923
| +72% | +$588K | 0.02% | 783 |
|
|
2024
Q3 | $876K | Buy |
6,881
+4,326
| +169% | +$550K | 0.01% | 953 |
|
|
2024
Q2 | $296K | Buy |
+2,555
| New | +$296K | ﹤0.01% | 1498 |
|
|
2023
Q4 | – | Sell |
-2,592
| Closed | -$243K | – | 1956 |
|
|
2023
Q3 | $243K | Buy |
2,592
+517
| +25% | +$48.5K | ﹤0.01% | 1543 |
|
|
2023
Q2 | $218K | Sell |
2,075
-2,832
| -58% | -$298K | ﹤0.01% | 1632 |
|
|
2023
Q1 | $479K | Buy |
4,907
+1,445
| +42% | +$141K | 0.01% | 1159 |
|
|
2022
Q4 | $302K | Sell |
3,462
-303
| -8% | -$26.4K | ﹤0.01% | 1350 |
|
|
2022
Q3 | $283K | Sell |
3,765
-763
| -17% | -$57.4K | ﹤0.01% | 1324 |
|
|
2022
Q2 | $351K | Sell |
4,528
-8,241
| -65% | -$639K | 0.01% | 1112 |
|
|
2022
Q1 | $1.2M | Buy |
+12,769
| New | +$1.2M | 0.02% | 657 |
|