GWM
Gitterman Wealth Management’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 | $34.4M | Buy |
247,187
+3,099
| +1% | +$431K | 8.01% | 5 |
|
|
2025
Q1 | $27.6M | Buy |
244,088
+15,628
| +7% | +$1.77M | 7.33% | 5 |
|
|
2024
Q4 | $27.3M | Buy |
228,460
+1,125
| +0.5% | +$134K | 11.39% | 2 |
|
|
2024
Q3 | $28.9M | Buy |
227,335
+54,364
| +31% | +$6.92M | 12.06% | 2 |
|
|
2024
Q2 | $20M | Sell |
172,971
-8,000
| -4% | -$925K | 7.71% | 4 |
|
|
2024
Q1 | $20.7M | Buy |
+180,971
| New | +$20.7M | 8.04% | 4 |
|