CWM
Collaborative Wealth Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,931
| Closed | -$224K | – | 176 |
|
|
2022
Q3 | $224K | Sell |
3,931
-2,344
| -37% | -$134K | 0.16% | 153 |
|
|
2022
Q2 | $328K | Buy |
+6,275
| New | +$328K | 0.22% | 126 |
|
|
2021
Q4 | $500K | Buy |
+7,352
| New | +$500K | 0.27% | 117 |
|
|
2021
Q1 | $468K | Buy |
+7,236
| New | +$468K | 0.27% | 113 |
|