OneDigital Investment Advisors’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
Q1 | – | Sell |
-5,644
| Closed | -$579K | – | 775 |
|
|
2021
Q4 | $579K | Buy |
5,644
+36
| +0.6% | +$3.69K | 0.02% | 397 |
|
|
2021
Q3 | $519K | Buy |
5,608
+1,399
| +33% | +$129K | 0.02% | 401 |
|
|
2021
Q2 | $390K | Buy |
4,209
+899
| +27% | +$83.3K | 0.02% | 476 |
|
|
2021
Q1 | $286K | Buy |
3,310
+399
| +14% | +$34.5K | 0.01% | 517 |
|
|
2020
Q4 | $236K | Buy |
+2,911
| New | +$236K | 0.01% | 544 |
|