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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$858K Buy
2025
Q1
$698K Sell
2024
Q4
$1.03M Buy
2024
Q3
$1.06M Sell
2024
Q2
$972K Buy
2024
Q1
$917K Sell
2023
Q4
$858K Sell
2023
Q3
$939K Buy
2023
Q2
$1.05M Buy