Carson Wealth (CWM LLC)’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $961K | Buy |
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|
2025
Q2 | $703K | Buy |
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|
2025
Q1 | $556K | Buy |
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|
2024
Q4 | $513K | Buy |
|
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|
2024
Q3 | $514K | Sell |
|
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|
2024
Q2 | $507K | Sell |
|
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|
2024
Q1 | $507K | Hold |
|
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|
2023
Q4 | $464K | Sell |
|
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|
2023
Q3 | $426K | Sell |
|
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|
2023
Q2 | $481K | Hold |
|
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|
2023
Q1 | $447K | Hold |
|
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|
2022
Q4 | $399K | Sell |
|
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|
2022
Q3 | $348K | Buy |
|
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|
2022
Q2 | $358K | Buy |
|
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|
2022
Q1 | $434K | Buy |
|
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|
2021
Q4 | $455K | Buy |
|
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|
2021
Q2 | $115K | Hold |
|
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|
2021
Q1 | $115K | Hold |
|
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|
2020
Q4 | $115K | Hold |
|
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|
2020
Q3 | $115K | Hold |
|
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|
2020
Q2 | $115K | Hold |
|
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|
2020
Q1 | $115K | Hold |
|
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|
2019
Q4 | $115K | Hold |
|
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|
2019
Q3 | $115K | Hold |
|
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|
2019
Q2 | $115K | Hold |
|
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|
2019
Q1 | $115K | Buy |
|