Beaumont Capital Management’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
Q1 | – | Sell |
-14,527
| Closed | -$1.73M | – | 66 |
|
|
2024
Q4 | $1.73M | Sell |
14,527
-469
| -3% | -$56K | 1.34% | 26 |
|
|
2024
Q3 | $1.91M | Buy |
14,996
+10,699
| +249% | +$1.36M | 1.4% | 26 |
|
|
2024
Q2 | $497K | Buy |
+4,297
| New | +$497K | 0.39% | 40 |
|
|
2023
Q4 | – | Sell |
-23,180
| Closed | -$2.18M | – | 47 |
|
|
2023
Q3 | $2.18M | Buy |
+23,180
| New | +$2.18M | 1.57% | 18 |
|