Beaumont Financial Advisors’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
-1,678
Closed -$200K 375
2024
Q4
$200K Sell
1,678
-18
-1% -$2.15K 0.02% 363
2024
Q3
$216K Buy
+1,696
New +$216K 0.02% 330
2023
Q4
Sell
-2,149
Closed -$202K 345
2023
Q3
$202K Buy
+2,149
New +$202K 0.02% 310