BlackDiamond Wealth 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
-1,780
Closed -$212K 165
2024
Q4
$212K Sell
1,780
-80
-4% -$9.55K 0.12% 152
2024
Q3
$232K Sell
1,860
-78
-4% -$9.74K 0.14% 148
2024
Q2
$220K Buy
+1,938
New +$220K 0.14% 137