FWL Investment Management’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
Q2 | $357K | Buy |
2,567
+170
| +7% | +$23.6K | 0.11% | 71 |
|
2025
Q1 | $271K | Buy |
2,397
+628
| +36% | +$71.1K | 0.1% | 70 |
|
2024
Q4 | $211K | Buy |
1,769
+889
| +101% | +$106K | 0.08% | 78 |
|
2024
Q3 | $112K | Buy |
880
+143
| +19% | +$18.2K | 0.04% | 91 |
|
2024
Q2 | $85.2K | Buy |
737
+41
| +6% | +$4.74K | 0.04% | 76 |
|
2024
Q1 | $79.8K | Buy |
696
+10
| +1% | +$1.15K | 0.04% | 77 |
|
2023
Q4 | $71.8K | Sell |
686
-38
| -5% | -$3.98K | 0.04% | 78 |
|
2023
Q3 | $68K | Buy |
+724
| New | +$68K | 0.05% | 72 |
|