Carson Wealth (CWM LLC)’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $481K | Sell |
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|
2025
Q2 | $380K | Buy |
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|
2025
Q1 | $328K | Sell |
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|
2024
Q4 | $429K | Sell |
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|
2024
Q3 | $634K | Sell |
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|
2024
Q2 | $603K | Sell |
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|
2024
Q1 | $635K | Buy |
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|
2023
Q4 | $657K | Buy |
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|
2023
Q3 | $643K | Buy |
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|
2023
Q2 | $753K | Sell |
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|
2023
Q1 | $780K | Buy |
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|
2022
Q4 | $655K | Sell |
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|
2022
Q3 | $806K | Sell |
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|
2022
Q2 | $754K | Sell |
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|
2022
Q1 | $1.36M | Buy |
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|
2021
Q4 | $1.38M | Buy |
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|
2021
Q2 | $1.02M | Hold |
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|
2021
Q1 | $1.02M | Hold |
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|
2020
Q4 | $1.02M | Hold |
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|
2020
Q3 | $1.02M | Hold |
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|
2020
Q2 | $1.02M | Hold |
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|
2020
Q1 | $1.02M | Hold |
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|
2019
Q4 | $1.02M | Hold |
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|
2019
Q3 | $1.02M | Hold |
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|
2019
Q2 | $1.02M | Hold |
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|
2019
Q1 | $1.02M | Buy |
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