Avior Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,489
| Closed | -$81.2K | – | 1265 |
|
|
2024
Q4 | $81.2K | Buy |
5,489
+9
| +0.2% | +$133 | ﹤0.01% | 962 |
|
|
2024
Q3 | $98.9K | Buy |
5,480
+56
| +1% | +$1.01K | ﹤0.01% | 891 |
|
|
2024
Q2 | $87.9K | Buy |
5,424
+115
| +2% | +$1.86K | ﹤0.01% | 902 |
|
|
2024
Q1 | $81.9K | Buy |
+5,309
| New | +$81.9K | ﹤0.01% | 1038 |
|
|
2016
Q2 | – | Sell |
-700
| Closed | -$8K | – | 475 |
|
|
2016
Q1 | $8K | Hold |
700
| – | – | ﹤0.01% | 352 |
|
|
2015
Q4 | $8K | Hold |
700
| – | – | ﹤0.01% | 330 |
|
|
2015
Q3 | $7K | Hold |
700
| – | – | ﹤0.01% | 298 |
|
|
2015
Q2 | $8K | Hold |
700
| – | – | 0.01% | 275 |
|
|
2015
Q1 | $8K | Hold |
700
| – | – | 0.01% | 261 |
|
|
2014
Q4 | $7K | Hold |
700
| – | – | 0.01% | 247 |
|
|
2014
Q3 | $8K | Hold |
700
| – | – | 0.01% | 241 |
|
|
2014
Q2 | $9K | Hold |
700
| – | – | 0.01% | 241 |
|
|
2014
Q1 | $8K | Buy |
+700
| New | +$8K | 0.01% | 239 |
|