Aveo Capital Partners’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 | – | Sell |
-2,648
| Closed | -$323K | – | 69 |
|
|
2025
Q1 | $323K | Sell |
2,648
-33,331
| -93% | -$4.07M | 0.05% | 138 |
|
|
2024
Q4 | $4.29M | Buy |
35,979
+2,162
| +6% | +$258K | 0.47% | 59 |
|
|
2024
Q3 | $4.3M | Buy |
33,817
+1,204
| +4% | +$153K | 0.46% | 64 |
|
|
2024
Q2 | $3.77M | Buy |
+32,613
| New | +$3.77M | 0.43% | 68 |
|
|
2023
Q4 | – | Sell |
-37,582
| Closed | -$3.53M | – | 355 |
|
|
2023
Q3 | $3.53M | Buy |
+37,582
| New | +$3.53M | 0.46% | 66 |
|