Clarus Wealth Advisors’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
Q1 | – | Sell |
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|
2024
Q4 | $364K | Sell |
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|
2024
Q3 | $394K | Sell |
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|
2024
Q2 | $383K | Sell |
|
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|
2024
Q1 | $400K | Buy |
|
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|
2023
Q4 | $351K | Buy |
|
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|
2023
Q2 | $358K | Sell |
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|
2023
Q1 | $360K | Sell |
|
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|
2022
Q4 | $680K | Buy |
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|
2022
Q3 | $500K | Sell |
|
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|
2022
Q2 | $519K | Buy |
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|
2022
Q1 | $488K | Buy |
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|
2021
Q4 | $492K | Sell |
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|
2021
Q3 | $484K | Sell |
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|
2021
Q2 | $499K | Sell |
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|
2021
Q1 | $467K | Buy |
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