OneDigital Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,199
| Closed | -$421K | – | 806 |
|
|
2021
Q4 | $421K | Sell |
6,199
-363
| -6% | -$24.7K | 0.01% | 487 |
|
|
2021
Q3 | $411K | Buy |
6,562
+78
| +1% | +$4.89K | 0.02% | 476 |
|
|
2021
Q2 | $449K | Sell |
6,484
-3,006
| -32% | -$208K | 0.02% | 431 |
|
|
2021
Q1 | $651K | Buy |
9,490
+5,578
| +143% | +$383K | 0.03% | 322 |
|
|
2020
Q4 | $275K | Buy |
+3,912
| New | +$275K | 0.01% | 505 |
|
|
2018
Q4 | – | Sell |
-1,250
| Closed | -$25K | – | 1257 |
|
|
2018
Q3 | $25K | Hold |
1,250
| – | – | 0.01% | 594 |
|
|
2018
Q2 | $24K | Hold |
1,250
| – | – | 0.01% | 748 |
|
|
2018
Q1 | $24K | Buy |
+1,250
| New | +$24K | 0.01% | 753 |
|