JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-149
| Closed | -$5.07K | – | 2010 |
|
|
2024
Q2 | $5.07K | Buy |
149
+1
| +0.7% | +$34 | ﹤0.01% | 1065 |
|
|
2024
Q1 | $5.15K | Hold |
148
| – | – | ﹤0.01% | 1086 |
|
|
2023
Q4 | $6.25K | Hold |
148
| – | – | ﹤0.01% | 969 |
|
|
2023
Q3 | $6.31K | Hold |
148
| – | – | ﹤0.01% | 898 |
|
|
2023
Q2 | $7.55K | Buy |
148
+1
| +0.7% | +$51 | ﹤0.01% | 828 |
|
|
2023
Q1 | $7.7K | Hold |
147
| – | – | ﹤0.01% | 813 |
|
|
2022
Q4 | $6.94K | Hold |
147
| – | – | ﹤0.01% | 860 |
|
|
2022
Q3 | $8K | Buy |
+147
| New | +$8K | ﹤0.01% | 822 |
|