Cerity Partners’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-60,620
| Closed | -$7.23M | – | 2524 |
|
|
2024
Q4 | $7.23M | Buy |
60,620
+3,233
| +6% | +$386K | 0.02% | 592 |
|
|
2024
Q3 | $7.3M | Buy |
57,387
+2,080
| +4% | +$265K | 0.02% | 587 |
|
|
2024
Q2 | $6.39M | Sell |
55,307
-4,345
| -7% | -$502K | 0.02% | 534 |
|
|
2024
Q1 | $6.84M | Buy |
59,652
+4,017
| +7% | +$460K | 0.02% | 562 |
|
|
2023
Q4 | $5.83M | Sell |
55,635
-15,743
| -22% | -$1.65M | 0.02% | 495 |
|
|
2023
Q3 | $6.7M | Buy |
71,378
+2,539
| +4% | +$238K | 0.03% | 363 |
|
|
2023
Q2 | $7.24M | Buy |
+68,839
| New | +$7.24M | 0.03% | 409 |
|