J.P. Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.57M | Sell |
36,929
-8,558
| -19% | -$365K | ﹤0.01% | 823 |
|
|
2023
Q2 | $2.33M | Sell |
45,487
-1,476
| -3% | -$75.5K | 0.01% | 514 |
|
|
2023
Q1 | $2.45M | Sell |
46,963
-7,031
| -13% | -$367K | 0.01% | 799 |
|
|
2022
Q4 | $2.55M | Buy |
53,994
+7,249
| +16% | +$342K | 0.01% | 761 |
|
|
2022
Q3 | $2.66M | Buy |
46,745
+808
| +2% | +$46K | 0.01% | 748 |
|
|
2022
Q2 | $2.4M | Buy |
45,937
+382
| +0.8% | +$19.9K | 0.01% | 784 |
|
|
2022
Q1 | $2.94M | Buy |
45,555
+213
| +0.5% | +$13.8K | 0.01% | 775 |
|
|
2021
Q4 | $3.08M | Buy |
45,342
+9,386
| +26% | +$638K | 0.01% | 763 |
|
|
2021
Q3 | $2.25M | Buy |
35,956
+8,429
| +31% | +$528K | 0.01% | 852 |
|
|
2021
Q2 | $1.91M | Sell |
27,527
-48,866
| -64% | -$3.38M | ﹤0.01% | 902 |
|
|
2021
Q1 | $5.24M | Buy |
+76,393
| New | +$5.24M | 0.02% | 499 |
|