GWP
Gateway Wealth Partners’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $417K | Sell |
3,003
-297
| -9% | -$41.3K | 0.08% | 229 |
|
2025
Q1 | $373K | Buy |
3,300
+315
| +11% | +$35.6K | 0.08% | 222 |
|
2024
Q4 | $356K | Buy |
2,985
+940
| +46% | +$112K | 0.09% | 206 |
|
2024
Q3 | $260K | Sell |
2,045
-376
| -16% | -$47.8K | 0.07% | 233 |
|
2024
Q2 | $280K | Buy |
2,421
+28
| +1% | +$3.24K | 0.08% | 213 |
|
2024
Q1 | $274K | Sell |
2,393
-405
| -14% | -$46.4K | 0.1% | 184 |
|
2023
Q4 | $293K | Sell |
2,798
-532
| -16% | -$55.7K | 0.12% | 158 |
|
2023
Q3 | $313K | Buy |
3,330
+1,129
| +51% | +$106K | 0.06% | 186 |
|
2023
Q2 | $231K | Buy |
2,201
+102
| +5% | +$10.7K | 0.04% | 215 |
|
2023
Q1 | $205K | Buy |
+2,099
| New | +$205K | 0.03% | 211 |
|