Beaumont Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-187,868
| Closed | -$9.61M | – | 345 |
|
|
2023
Q2 | $9.61M | Buy |
+187,868
| New | +$9.61M | 0.89% | 34 |
|
|
2022
Q2 | – | Sell |
-168,561
| Closed | -$10.9M | – | 353 |
|
|
2022
Q1 | $10.9M | Buy |
168,561
+164,856
| +4,450% | +$10.7M | 0.83% | 35 |
|
|
2021
Q4 | $252K | Sell |
3,705
-149,285
| -98% | -$10.2M | 0.02% | 308 |
|
|
2021
Q3 | $9.58M | Buy |
152,990
+149,604
| +4,418% | +$9.37M | 0.74% | 41 |
|
|
2021
Q2 | $234K | Buy |
+3,386
| New | +$234K | 0.02% | 338 |
|