McKinley Carter Wealth Services’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $858K | Buy |
6,172
+2
| +0% | +$278 | 0.05% | 173 |
|
|
2025
Q1 | $698K | Sell |
6,170
-2,458
| -28% | -$278K | 0.04% | 178 |
|
|
2024
Q4 | $1.03M | Buy |
8,628
+302
| +4% | +$36K | 0.06% | 153 |
|
|
2024
Q3 | $1.06M | Sell |
8,326
-85
| -1% | -$10.8K | 0.06% | 157 |
|
|
2024
Q2 | $972K | Buy |
8,411
+412
| +5% | +$47.6K | 0.06% | 159 |
|
|
2024
Q1 | $917K | Sell |
7,999
-194
| -2% | -$22.2K | 0.06% | 157 |
|
|
2023
Q4 | $858K | Sell |
8,193
-1,805
| -18% | -$189K | 0.06% | 156 |
|
|
2023
Q3 | $939K | Buy |
9,998
+1
| +0% | +$94 | 0.07% | 149 |
|
|
2023
Q2 | $1.05M | Buy |
+9,997
| New | +$1.05M | 0.08% | 144 |
|