GWA
GGM Wealth Advisors’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
Q1 | – | Sell |
-12,731
| Closed | -$821K | – | 143 |
|
|
2021
Q4 | $821K | Sell |
12,731
-33,976
| -73% | -$2.19M | 0.65% | 36 |
|
|
2021
Q3 | $3.37M | Sell |
46,707
-14,197
| -23% | -$1.03M | 2.68% | 10 |
|
|
2021
Q2 | $3.77M | Sell |
60,904
-6,736
| -10% | -$417K | 3.2% | 8 |
|
|
2021
Q1 | $4.39M | Buy |
67,640
+16,250
| +32% | +$1.05M | 3.5% | 7 |
|
|
2020
Q4 | $4.4M | Buy |
+51,390
| New | +$4.4M | 4.34% | 7 |
|