Bourgeon Capital Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Bourgeon Capital Management’s Portfolio GRID Stock Details GRID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$396K	Sell
2024 Q4	$433K	Buy
2024 Q3	$431K	Buy
2024 Q2	$367K	Sell
2024 Q1	$607K	Buy
2023 Q4	$488K	Buy
2023 Q3	$383K	Buy