OWA
Outlook Wealth Advisors’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Sell |
4,768
-8
| -0.2% | -$1.11K | 0.17% | 116 |
|
|
2025
Q1 | $540K | Buy |
4,776
+765
| +19% | +$86.5K | 0.15% | 128 |
|
|
2024
Q4 | $479K | Sell |
4,011
-302
| -7% | -$36K | 0.14% | 144 |
|
|
2024
Q3 | $549K | Buy |
4,313
+51
| +1% | +$6.49K | 0.16% | 121 |
|
|
2024
Q2 | $807K | Sell |
4,262
-76
| -2% | -$14.4K | 0.25% | 80 |
|
|
2024
Q1 | $497K | Buy |
4,338
+160
| +4% | +$18.3K | 0.15% | 138 |
|
|
2023
Q4 | $437K | Sell |
4,178
-293
| -7% | -$30.7K | 0.15% | 135 |
|
|
2023
Q3 | $420K | Buy |
+4,471
| New | +$420K | 0.16% | 133 |
|