Blue Bell Private Wealth Management’s First Trust Global Wind Energy ETF FAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7K | Hold |
1,141
| – | – | ﹤0.01% | 470 |
|
|
2025
Q1 | $17.1K | Hold |
1,141
| – | – | ﹤0.01% | 472 |
|
|
2024
Q4 | $16.9K | Hold |
1,141
| – | – | ﹤0.01% | 458 |
|
|
2024
Q3 | $20.6K | Hold |
1,141
| – | – | ﹤0.01% | 466 |
|
|
2024
Q2 | $18.5K | Hold |
1,141
| – | – | ﹤0.01% | 469 |
|
|
2024
Q1 | $17.6K | Hold |
1,141
| – | – | ﹤0.01% | 471 |
|
|
2023
Q4 | $18.8K | Buy |
1,141
+30
| +3% | +$494 | ﹤0.01% | 436 |
|
|
2023
Q3 | $16.1K | Sell |
1,111
-336
| -23% | -$4.87K | ﹤0.01% | 380 |
|
|
2023
Q2 | $25.3K | Hold |
1,447
| – | – | 0.01% | 329 |
|
|
2023
Q1 | $25.8K | Hold |
1,447
| – | – | 0.01% | 290 |
|
|
2022
Q4 | $25.1K | Sell |
1,447
-650
| -31% | -$11.3K | 0.01% | 286 |
|
|
2022
Q3 | $32K | Sell |
2,097
-25
| -1% | -$381 | 0.01% | 246 |
|
|
2022
Q2 | $37K | Hold |
2,122
| – | – | 0.01% | 241 |
|
|
2022
Q1 | $42K | Hold |
2,122
| – | – | 0.01% | 235 |
|
|
2021
Q4 | $43K | Buy |
+2,122
| New | +$43K | 0.01% | 218 |
|