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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Buy |
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|
2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $1.67M | Sell |
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|
2024
Q3 | $1.81M | Buy |
|
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|
2024
Q2 | $1.61M | Buy |
|
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|
2024
Q1 | $1.48M | Buy |
|
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|
2023
Q4 | $1.24M | Buy |
|
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|
2023
Q3 | $1.05M | Buy |
|
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|
2023
Q2 | $889K | Buy |
|
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|
2023
Q1 | $781K | Buy |
|
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|
2022
Q4 | $633K | Sell |
|
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|
2022
Q3 | $559K | Sell |
|
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|
2022
Q2 | $603K | Sell |
|
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|
2022
Q1 | $900K | Buy |
|
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|
2021
Q4 | $979K | Buy |
|
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|
2021
Q3 | $827K | Buy |
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|
2021
Q2 | $814K | Sell |
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|
2021
Q1 | $775K | Buy |
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