Harvey Capital Management’s First Trust Global Wind Energy ETF FAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-87,500
| Closed | -$1.52M | – | 80 |
|
|
2022
Q4 | $1.52M | Sell |
87,500
-30,850
| -26% | -$534K | 0.63% | 43 |
|
|
2022
Q3 | $1.79M | Buy |
+118,350
| New | +$1.79M | 0.77% | 37 |
|
|
2021
Q3 | – | Sell |
-214,650
| Closed | -$4.62M | – | 83 |
|
|
2021
Q2 | $4.62M | Hold |
214,650
| – | – | 1.52% | 25 |
|
|
2021
Q1 | $4.84M | Buy |
214,650
+5,200
| +2% | +$117K | 1.76% | 21 |
|
|
2020
Q4 | $4.88M | Buy |
+209,450
| New | +$4.88M | 1.98% | 18 |
|