Mascoma 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
Q3 | $15K | Sell |
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|
2025
Q2 | $40K | Hold |
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|
2025
Q1 | $32.6K | Hold |
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|
2024
Q4 | $34.4K | Hold |
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|
2024
Q3 | $36.6K | Hold |
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|
2024
Q2 | $33.3K | Hold |
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|
2024
Q1 | $33K | Hold |
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|
2023
Q4 | $30.2K | Hold |
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|
2023
Q3 | $27K | Hold |
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|
2023
Q2 | $29.1K | Sell |
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|
2023
Q1 | $76.8K | Buy |
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|
2022
Q4 | $66K | Buy |
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|
2022
Q3 | $38K | Hold |
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|
2022
Q2 | $39K | Hold |
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|
2022
Q1 | $48K | Buy |
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|
2021
Q4 | $3K | Buy |
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