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