LPWM LLC’s First Trust Global Wind Energy ETF FAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,353
| Closed | -$198K | – | 79 |
|
|
2024
Q3 | $198K | Hold |
11,353
| – | – | 0.06% | 77 |
|
|
2024
Q2 | $189K | Buy |
11,353
+588
| +5% | +$9.8K | 0.07% | 77 |
|
|
2024
Q1 | $164K | Hold |
10,765
| – | – | 0.06% | 71 |
|
|
2023
Q4 | $173K | Hold |
10,765
| – | – | 0.07% | 69 |
|
|
2023
Q3 | $151K | Buy |
10,765
+50
| +0.5% | +$700 | 0.07% | 66 |
|
|
2023
Q2 | $187K | Hold |
10,715
| – | – | 0.08% | 67 |
|
|
2023
Q1 | $191K | Buy |
+10,715
| New | +$191K | 0.09% | 67 |
|