LWP
Legacy Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,616
| Closed | -$591K | – | 101 |
|
|
2021
Q1 | $591K | Buy |
8,616
+2,816
| +49% | +$193K | 0.35% | 60 |
|
|
2020
Q4 | $407K | Sell |
5,800
-769
| -12% | -$54K | 0.26% | 71 |
|
|
2020
Q3 | $291K | Sell |
6,569
-3,111
| -32% | -$138K | 0.21% | 76 |
|
|
2020
Q2 | $288K | Buy |
+9,680
| New | +$288K | 0.22% | 78 |
|