Golden State Wealth 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 |
-30
| Closed | -$859 | – | 1647 |
|
|
2025
Q1 | $859 | Hold |
30
| – | – | ﹤0.01% | 1445 |
|
|
2024
Q4 | $1.02K | Buy |
+30
| New | +$1.02K | ﹤0.01% | 1357 |
|
|
2022
Q1 | – | Sell |
-3,122
| Closed | -$212K | – | 350 |
|
|
2021
Q4 | $212K | Buy |
+3,122
| New | +$212K | 0.04% | 345 |
|
|
2020
Q3 | – | Sell |
-748,029
| Closed | -$35.3M | – | 451 |
|
|
2020
Q2 | $35.3M | Buy |
748,029
+747,529
| +149,506% | +$35.3M | 11.32% | 2 |
|
|
2020
Q1 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 625 |
|
|
2019
Q4 | – | Sell |
-94
| Closed | -$2K | – | 698 |
|
|
2019
Q3 | $2K | Hold |
94
| – | – | ﹤0.01% | 975 |
|
|
2019
Q2 | $1K | Buy |
+94
| New | +$1K | ﹤0.01% | 1020 |
|