KCFA
Key Client Fiduciary Advisors’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,541
| Closed | -$202K | – | 157 |
|
|
2022
Q3 | $202K | Buy |
+3,541
| New | +$202K | 0.18% | 97 |
|
|
2022
Q2 | – | Sell |
-4,036
| Closed | -$261K | – | 118 |
|
|
2022
Q1 | $261K | Sell |
4,036
-458
| -10% | -$29.6K | 0.21% | 98 |
|
|
2021
Q4 | $305K | Buy |
+4,494
| New | +$305K | 0.25% | 89 |
|