PCG Wealth Advisors’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Sell |
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|
2025
Q1 | $2.71M | Buy |
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|
2024
Q4 | $452K | Buy |
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|
2024
Q3 | $334K | Buy |
|
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|
2024
Q2 | $303K | Sell |
|
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|
2024
Q1 | $311K | Hold |
|
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|
2023
Q4 | $284K | Sell |
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|
2023
Q3 | $260K | Sell |
|
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|
2023
Q2 | $299K | Hold |
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|
2023
Q1 | $277K | Sell |
|
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|
2022
Q4 | $253K | Sell |
|
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|
2022
Q3 | $471K | Buy |
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|
2022
Q2 | $239K | Sell |
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|
2022
Q1 | $295K | Sell |
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|
2021
Q4 | $429K | Buy |
|