Mascoma Wealth Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40K | Hold |
288
| – | – | 0.01% | 206 |
|
|
2025
Q1 | $32.6K | Hold |
288
| – | – | 0.01% | 224 |
|
|
2024
Q4 | $34.4K | Hold |
288
| – | – | 0.01% | 231 |
|
|
2024
Q3 | $36.6K | Hold |
288
| – | – | 0.01% | 217 |
|
|
2024
Q2 | $33.3K | Hold |
288
| – | – | 0.01% | 225 |
|
|
2024
Q1 | $33K | Hold |
288
| – | – | 0.01% | 221 |
|
|
2023
Q4 | $30.2K | Hold |
288
| – | – | 0.01% | 233 |
|
|
2023
Q3 | $27K | Hold |
288
| – | – | 0.01% | 243 |
|
|
2023
Q2 | $29.1K | Sell |
288
-506
| -64% | -$51.1K | 0.01% | 236 |
|
|
2023
Q1 | $76.8K | Buy |
794
+38
| +5% | +$3.68K | 0.02% | 194 |
|
|
2022
Q4 | $66K | Buy |
756
+250
| +49% | +$21.8K | 0.02% | 203 |
|
|
2022
Q3 | $38K | Hold |
506
| – | – | 0.01% | 267 |
|
|
2022
Q2 | $39K | Hold |
506
| – | – | 0.01% | 275 |
|
|
2022
Q1 | $48K | Buy |
506
+477
| +1,645% | +$45.2K | 0.02% | 264 |
|
|
2021
Q4 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 482 |
|