PPWM
PFG Private Wealth Management’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 | – | Sell |
-230
| Closed | -$6.58K | – | 197 |
|
2025
Q1 | $6.58K | Hold |
230
| – | – | ﹤0.01% | 167 |
|
2024
Q4 | $7.8K | Hold |
230
| – | – | ﹤0.01% | 142 |
|
2024
Q3 | $8.26K | Sell |
230
-25
| -10% | -$898 | ﹤0.01% | 145 |
|
2024
Q2 | $8.67K | Hold |
255
| – | – | 0.01% | 143 |
|
2024
Q1 | $8.84K | Hold |
255
| – | – | 0.01% | 137 |
|
2023
Q4 | $10.8K | Hold |
255
| – | – | 0.01% | 130 |
|
2023
Q3 | $10.9K | Hold |
255
| – | – | 0.01% | 186 |
|
2023
Q2 | $13K | Hold |
255
| – | – | 0.01% | 198 |
|
2023
Q1 | $13.3K | Hold |
255
| – | – | 0.01% | 188 |
|
2022
Q4 | $12K | Hold |
255
| – | – | 0.01% | 181 |
|
2022
Q3 | $15K | Hold |
255
| – | – | 0.01% | 165 |
|
2022
Q2 | $13K | Hold |
255
| – | – | 0.01% | 189 |
|
2022
Q1 | $16K | Hold |
255
| – | – | 0.01% | 185 |
|
2021
Q4 | $17K | Hold |
255
| – | – | 0.01% | 182 |
|
2021
Q3 | $16K | Buy |
+255
| New | +$16K | 0.01% | 175 |
|