Keystone Financial Group (Kentucky)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Buy |
3,443
+721
| +26% | +$100K | 0.04% | 233 |
|
|
2025
Q1 | $308K | Sell |
2,722
-21,700
| -89% | -$2.45M | 0.03% | 287 |
|
|
2024
Q4 | $2.91M | Buy |
24,422
+2,834
| +13% | +$338K | 0.29% | 69 |
|
|
2024
Q3 | $2.75M | Buy |
+21,588
| New | +$2.75M | 0.35% | 57 |
|
|
2024
Q2 | – | Sell |
-20,674
| Closed | -$2.37M | – | 213 |
|
|
2024
Q1 | $2.37M | Sell |
20,674
-35
| -0.2% | -$4.01K | 0.35% | 61 |
|
|
2023
Q4 | $2.17M | Buy |
20,709
+228
| +1% | +$23.9K | 0.38% | 59 |
|
|
2023
Q3 | $1.92M | Buy |
20,481
+17,028
| +493% | +$1.6M | 0.32% | 64 |
|
|
2023
Q2 | $363K | Buy |
+3,453
| New | +$363K | 0.06% | 194 |
|