Collaborative Wealth Management’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
Q2 | $364K | Sell |
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|
2025
Q1 | $434K | Buy |
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|
2024
Q4 | $457K | Buy |
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|
2024
Q3 | $450K | Sell |
|
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|
2024
Q2 | $532K | Hold |
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|
2024
Q1 | $527K | Buy |
|
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|
2023
Q4 | $481K | Hold |
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|
2023
Q3 | $432K | Hold |
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|
2023
Q2 | $483K | Hold |
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|
2023
Q1 | $449K | Buy |
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|
2022
Q4 | $295K | Hold |
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|
2022
Q3 | $254K | Hold |
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|
2022
Q2 | $262K | Buy |
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|
2021
Q4 | $721K | Buy |
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|
2021
Q1 | $492K | Buy |
|