Milestone Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,056
| Closed | -$305K | – | 74 |
|
|
2022
Q3 | $305K | Hold |
4,056
| – | – | 0.23% | 50 |
|
|
2022
Q2 | $317K | Sell |
4,056
-15,140
| -79% | -$1.18M | 0.26% | 47 |
|
|
2022
Q1 | $1.81M | Sell |
19,196
-3,371
| -15% | -$317K | 0.97% | 27 |
|
|
2021
Q4 | $2.32M | Buy |
22,567
+1,651
| +8% | +$170K | 1.17% | 24 |
|
|
2021
Q3 | $1.94M | Buy |
20,916
+75
| +0.4% | +$6.95K | 1.14% | 25 |
|
|
2021
Q2 | $1.93M | Buy |
20,841
+17,443
| +513% | +$1.62M | 1.02% | 26 |
|
|
2021
Q1 | $293K | Buy |
+3,398
| New | +$293K | 0.16% | 59 |
|