Avior Wealth Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-58
| Closed | -$6.7K | – | 2359 |
|
2024
Q2 | $6.7K | Buy |
+58
| New | +$6.7K | ﹤0.01% | 1638 |
|
2024
Q1 | – | Sell |
-3
| Closed | -$314 | – | 3854 |
|
2023
Q4 | $314 | Hold |
3
| – | – | ﹤0.01% | 1453 |
|
2023
Q3 | $281 | Hold |
3
| – | – | ﹤0.01% | 1528 |
|
2023
Q2 | $315 | Hold |
3
| – | – | ﹤0.01% | 1490 |
|
2023
Q1 | $292 | Buy |
+3
| New | +$292 | ﹤0.01% | 1549 |
|