Householder Group Estate & Retirement Specialist’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8K | Sell |
71
-168
| -70% | -$18.9K | 0.01% | 385 |
|
|
2024
Q3 | $30K | Sell |
239
-1,145
| -83% | -$144K | 0.01% | 590 |
|
|
2024
Q2 | $159K | Sell |
1,384
-28
| -2% | -$3.22K | 0.04% | 274 |
|
|
2024
Q1 | $162K | Sell |
1,412
-1,906
| -57% | -$218K | 0.05% | 271 |
|
|
2023
Q4 | $347K | Sell |
3,318
-257
| -7% | -$26.9K | 0.11% | 165 |
|
|
2023
Q3 | $336K | Buy |
+3,575
| New | +$336K | 0.12% | 150 |
|
|
2023
Q1 | $385K | Buy |
+3,942
| New | +$385K | 0.15% | 134 |
|
|
2022
Q4 | – | Sell |
-5,074
| Closed | -$381K | – | 624 |
|
|
2022
Q3 | $381K | Sell |
5,074
-177
| -3% | -$13.3K | 0.16% | 133 |
|
|
2022
Q2 | $407K | Buy |
5,251
+2,313
| +79% | +$179K | 0.18% | 130 |
|
|
2022
Q1 | $276K | Buy |
+2,938
| New | +$276K | 0.11% | 170 |
|