Gerber Kawasaki Wealth & Investment Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,841
| Closed | -$224K | – | 325 |
|
|
2025
Q1 | $224K | Sell |
7,841
-1,361
| -15% | -$39K | 0.01% | 276 |
|
|
2024
Q4 | $312K | Sell |
9,202
-1,440
| -14% | -$48.9K | 0.01% | 227 |
|
|
2024
Q3 | $382K | Sell |
10,642
-3,868
| -27% | -$139K | 0.02% | 208 |
|
|
2024
Q2 | $494K | Sell |
14,510
-10,113
| -41% | -$344K | 0.02% | 174 |
|
|
2024
Q1 | $854K | Sell |
24,623
-335,867
| -93% | -$11.6M | 0.05% | 139 |
|
|
2023
Q4 | $15.2M | Buy |
+360,490
| New | +$15.2M | 0.91% | 29 |
|
|
2021
Q4 | – | Sell |
-414
| Closed | -$25K | – | 876 |
|
|
2021
Q3 | $25K | Buy |
+414
| New | +$25K | ﹤0.01% | 454 |
|