IHT 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 | $1.06M | Buy |
7,631
+101
| +1% | +$14K | 0.03% | 486 |
|
|
2025
Q1 | $853K | Sell |
7,530
-287
| -4% | -$32.5K | 0.03% | 511 |
|
|
2024
Q4 | $933K | Buy |
7,817
+3,565
| +84% | +$425K | 0.03% | 476 |
|
|
2024
Q3 | $541K | Buy |
4,252
+782
| +23% | +$99.5K | 0.02% | 704 |
|
|
2024
Q2 | $401K | Buy |
3,470
+481
| +16% | +$55.6K | 0.01% | 702 |
|
|
2024
Q1 | $343K | Sell |
2,989
-601
| -17% | -$68.9K | 0.01% | 757 |
|
|
2023
Q4 | $376K | Sell |
3,590
-8,921
| -71% | -$934K | 0.02% | 691 |
|
|
2023
Q3 | $1.17M | Buy |
12,511
+479
| +4% | +$45K | 0.06% | 316 |
|
|
2023
Q2 | $1.26M | Buy |
12,032
+296
| +3% | +$31.1K | 0.07% | 283 |
|
|
2023
Q1 | $1.15M | Sell |
11,736
-57,600
| -83% | -$5.63M | 0.07% | 278 |
|
|
2022
Q4 | $6.05M | Buy |
69,336
+53,834
| +347% | +$4.7M | 0.38% | 55 |
|
|
2022
Q3 | $1.17M | Buy |
15,502
+464
| +3% | +$34.9K | 0.09% | 251 |
|
|
2022
Q2 | $1.17M | Sell |
15,038
-20
| -0.1% | -$1.55K | 0.1% | 211 |
|
|
2022
Q1 | $1.42M | Buy |
15,058
+2,083
| +16% | +$196K | 0.11% | 190 |
|
|
2021
Q4 | $1.33M | Sell |
12,975
-234
| -2% | -$24K | 0.1% | 204 |
|
|
2021
Q3 | $1.22M | Buy |
13,209
+4,091
| +45% | +$379K | 0.1% | 204 |
|
|
2021
Q2 | $844K | Buy |
9,118
+1,938
| +27% | +$179K | 0.05% | 364 |
|
|
2021
Q1 | $620K | Buy |
+7,180
| New | +$620K | 0.04% | 389 |
|