MAP
Milestone Advisory Partners’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $774K | Sell |
18,151
-1,585
| -8% | -$67.6K | 0.64% | 33 |
|
|
2023
Q2 | $1.01M | Sell |
19,736
-1,266
| -6% | -$64.8K | 0.91% | 27 |
|
|
2023
Q1 | $1.1M | Hold |
21,002
| – | – | 1.01% | 24 |
|
|
2022
Q4 | $991K | Sell |
21,002
-10,594
| -34% | -$500K | 0.74% | 24 |
|
|
2022
Q3 | $1.8M | Buy |
31,596
+6,659
| +27% | +$379K | 1.35% | 19 |
|
|
2022
Q2 | $1.3M | Sell |
24,937
-23,917
| -49% | -$1.24M | 1.05% | 23 |
|
|
2022
Q1 | $3.91M | Buy |
48,854
+4,516
| +10% | +$361K | 2.11% | 16 |
|
|
2021
Q4 | $3.01M | Sell |
44,338
-2,496
| -5% | -$170K | 1.52% | 21 |
|
|
2021
Q3 | $2.93M | Buy |
46,834
+72
| +0.2% | +$4.51K | 1.72% | 20 |
|
|
2021
Q2 | $3.24M | Sell |
46,762
-48,370
| -51% | -$3.35M | 1.71% | 20 |
|
|
2021
Q1 | $6.53M | Sell |
95,132
-1,576
| -2% | -$108K | 3.49% | 9 |
|
|
2020
Q4 | $6.79M | Buy |
96,708
+15,742
| +19% | +$1.11M | 3.87% | 7 |
|
|
2020
Q3 | $3.59M | Sell |
80,966
-6,429
| -7% | -$285K | 2.23% | 14 |
|
|
2020
Q2 | $2.6M | Buy |
+87,395
| New | +$2.6M | 1.53% | 17 |
|