Kingsview Wealth Management’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 | $2.15M | Buy |
15,436
+974
| +7% | +$135K | 0.04% | 428 |
|
|
2025
Q1 | $1.64M | Buy |
14,462
+494
| +4% | +$55.9K | 0.03% | 433 |
|
|
2024
Q4 | $1.67M | Sell |
13,968
-291
| -2% | -$34.7K | 0.03% | 428 |
|
|
2024
Q3 | $1.81M | Buy |
14,259
+349
| +3% | +$44.4K | 0.04% | 396 |
|
|
2024
Q2 | $1.61M | Buy |
13,910
+994
| +8% | +$115K | 0.04% | 397 |
|
|
2024
Q1 | $1.48M | Buy |
12,916
+1,030
| +9% | +$118K | 0.04% | 406 |
|
|
2023
Q4 | $1.24M | Buy |
11,886
+744
| +7% | +$77.9K | 0.04% | 403 |
|
|
2023
Q3 | $1.05M | Buy |
11,142
+2,690
| +32% | +$253K | 0.04% | 419 |
|
|
2023
Q2 | $889K | Buy |
8,452
+453
| +6% | +$47.6K | 0.03% | 442 |
|
|
2023
Q1 | $781K | Buy |
7,999
+738
| +10% | +$72.1K | 0.03% | 458 |
|
|
2022
Q4 | $633K | Sell |
7,261
-171
| -2% | -$14.9K | 0.03% | 447 |
|
|
2022
Q3 | $559K | Sell |
7,432
-349
| -4% | -$26.3K | 0.03% | 475 |
|
|
2022
Q2 | $603K | Sell |
7,781
-1,785
| -19% | -$138K | 0.03% | 494 |
|
|
2022
Q1 | $900K | Buy |
9,566
+30
| +0.3% | +$2.82K | 0.04% | 426 |
|
|
2021
Q4 | $979K | Buy |
9,536
+607
| +7% | +$62.3K | 0.04% | 409 |
|
|
2021
Q3 | $827K | Buy |
8,929
+185
| +2% | +$17.1K | 0.04% | 419 |
|
|
2021
Q2 | $814K | Sell |
8,744
-159
| -2% | -$14.8K | 0.04% | 424 |
|
|
2021
Q1 | $775K | Buy |
+8,903
| New | +$775K | 0.04% | 404 |
|