Avitas Wealth Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,553
| Closed | -$377K | – | 212 |
|
|
2021
Q4 | $377K | Sell |
5,553
-14
| -0.3% | -$950 | 0.06% | 166 |
|
|
2021
Q3 | $348K | Sell |
5,567
-39
| -0.7% | -$2.44K | 0.06% | 178 |
|
|
2021
Q2 | $388K | Buy |
5,606
+953
| +20% | +$66K | 0.07% | 185 |
|
|
2021
Q1 | $319K | Sell |
4,653
-3,426
| -42% | -$235K | 0.06% | 197 |
|
|
2020
Q4 | $567K | Sell |
8,079
-33
| -0.4% | -$2.32K | 0.11% | 183 |
|
|
2020
Q3 | $360K | Buy |
+8,112
| New | +$360K | 0.1% | 169 |
|