Liberty Wealth Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,527
| Closed | -$273K | – | 235 |
|
|
2025
Q1 | $273K | Buy |
9,527
+552
| +6% | +$15.8K | 0.05% | 124 |
|
|
2024
Q4 | $305K | Buy |
8,975
+287
| +3% | +$9.74K | 0.05% | 160 |
|
|
2024
Q3 | $312K | Buy |
8,688
+747
| +9% | +$26.8K | 0.05% | 156 |
|
|
2024
Q2 | $269K | Buy |
7,941
+559
| +8% | +$18.9K | 0.05% | 168 |
|
|
2024
Q1 | $256K | Buy |
7,382
+160
| +2% | +$5.55K | 0.05% | 156 |
|
|
2023
Q4 | $292K | Buy |
7,222
+1,361
| +23% | +$55K | 0.06% | 136 |
|
|
2023
Q3 | $250K | Buy |
5,861
+152
| +3% | +$6.48K | 0.06% | 145 |
|
|
2023
Q2 | $292K | Buy |
5,709
+218
| +4% | +$11.1K | 0.07% | 137 |
|
|
2023
Q1 | $287K | Buy |
+5,491
| New | +$287K | 0.06% | 180 |
|
|
2022
Q3 | $283K | Buy |
4,968
+48
| +1% | +$2.73K | 0.08% | 112 |
|
|
2022
Q2 | $256K | Buy |
4,920
+420
| +9% | +$21.9K | 0.1% | 117 |
|
|
2022
Q1 | $290K | Buy |
+4,500
| New | +$290K | 0.1% | 111 |
|
|
2021
Q4 | – | Sell |
-3,499
| Closed | -$221K | – | 135 |
|
|
2021
Q3 | $221K | Buy |
3,499
+421
| +14% | +$26.6K | 0.08% | 149 |
|
|
2021
Q2 | $212K | Buy |
+3,078
| New | +$212K | 0.08% | 127 |
|