OBWG
Onyx Bridge Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Hold |
12,081
| – | – | 0.05% | 201 |
|
|
2025
Q1 | $346K | Sell |
12,081
-554
| -4% | -$15.9K | 0.05% | 198 |
|
|
2024
Q4 | $429K | Sell |
12,635
-720
| -5% | -$24.4K | 0.06% | 174 |
|
|
2024
Q3 | $480K | Sell |
13,355
-1,079
| -7% | -$38.7K | 0.07% | 163 |
|
|
2024
Q2 | $491K | Sell |
14,434
-22
| -0.2% | -$748 | 0.08% | 149 |
|
|
2024
Q1 | $463K | Sell |
14,456
-2,135
| -13% | -$68.4K | 0.08% | 155 |
|
|
2023
Q4 | $700K | Sell |
16,591
-968
| -6% | -$40.8K | 0.14% | 102 |
|
|
2023
Q3 | $749K | Sell |
17,559
-2,458
| -12% | -$105K | 0.18% | 88 |
|
|
2023
Q2 | $1.02M | Sell |
20,017
-435
| -2% | -$22.3K | 0.24% | 75 |
|
|
2023
Q1 | $1.07M | Sell |
20,452
-881
| -4% | -$46K | 0.43% | 49 |
|
|
2022
Q4 | $994K | Buy |
21,333
+23
| +0.1% | +$1.07K | 0.4% | 36 |
|
|
2022
Q3 | $1.12M | Buy |
21,310
+190
| +0.9% | +$10K | 0.51% | 27 |
|
|
2022
Q2 | $1.15M | Buy |
21,120
+208
| +1% | +$11.3K | 0.51% | 25 |
|
|
2022
Q1 | $1.1M | Buy |
20,912
+49
| +0.2% | +$2.57K | 0.42% | 29 |
|
|
2021
Q4 | $1.46M | Buy |
20,863
+441
| +2% | +$30.9K | 0.49% | 22 |
|
|
2021
Q3 | $1.4M | Buy |
20,422
+7,735
| +61% | +$530K | 0.53% | 22 |
|
|
2021
Q2 | $785K | Buy |
12,687
+2,765
| +28% | +$171K | 0.34% | 34 |
|
|
2021
Q1 | $681K | Sell |
9,922
-747
| -7% | -$51.3K | 0.34% | 36 |
|
|
2020
Q4 | $1.55M | Buy |
+10,669
| New | +$1.55M | 1.02% | 18 |
|