BFWM
Bright Futures Wealth Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.03M | Sell |
9,345
-502
| -5% | -$55.5K | 1.13% | 27 |
|
|
2024
Q4 | $1.18M | Sell |
9,847
-10,558
| -52% | -$1.26M | 1.05% | 30 |
|
|
2024
Q3 | $2.53M | Sell |
20,405
-2,074
| -9% | -$257K | 1.22% | 19 |
|
|
2024
Q2 | $2.54M | Sell |
22,479
-92
| -0.4% | -$10.4K | 1.38% | 15 |
|
|
2024
Q1 | $2.61M | Buy |
+22,571
| New | +$2.61M | 1.41% | 13 |
|