My Personal CFO LLC’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,697
| Closed | -$200K | – | 92 |
|
|
2023
Q3 | $200K | Sell |
4,697
-999
| -18% | -$42.6K | 0.16% | 81 |
|
|
2023
Q2 | $291K | Sell |
5,696
-200
| -3% | -$10.2K | 0.23% | 64 |
|
|
2023
Q1 | $308K | Buy |
5,896
+5,461
| +1,255% | +$285K | 0.26% | 58 |
|
|
2022
Q4 | $288K | Sell |
435
-2
| -0.5% | -$1.32K | 0.27% | 55 |
|
|
2022
Q3 | $421K | Sell |
437
-7,558
| -95% | -$7.28M | 0.64% | 38 |
|
|
2022
Q2 | $417K | Buy |
7,995
+510
| +7% | +$26.6K | 0.54% | 36 |
|
|
2022
Q1 | $484K | Sell |
7,485
-8,230
| -52% | -$532K | 0.5% | 36 |
|
|
2021
Q4 | $1.07M | Buy |
+15,715
| New | +$1.07M | 0.93% | 26 |
|