Concentrum 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 | – | Sell |
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|
2025
Q1 | $1.29M | Sell |
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|
2024
Q4 | $1.45M | Buy |
|
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|
2024
Q3 | $1.15M | Buy |
|
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|
2024
Q2 | $977K | Buy |
|
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|
2024
Q1 | $885K | Buy |
|
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|
2023
Q4 | $742K | Buy |
|
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|
2023
Q3 | $566K | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $2.42M | Buy |
|
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|
2022
Q2 | $2.43M | Buy |
|
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|
2022
Q1 | $2.88M | Sell |
|
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|
2021
Q4 | $3.2M | Buy |
|
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|
2021
Q3 | $2.8M | Buy |
|
|||||
|
2021
Q2 | $2.75M | Buy |
|
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|
2021
Q1 | $2.43M | Buy |
|