Principle Wealth Partners’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 | $342K | Sell |
2,458
-97
| -4% | -$13.5K | 0.02% | 283 |
|
|
2025
Q1 | $289K | Hold |
2,555
| – | – | 0.02% | 293 |
|
|
2024
Q4 | $305K | Buy |
2,555
+3
| +0.1% | +$358 | 0.02% | 281 |
|
|
2024
Q3 | $325K | Buy |
2,552
+8
| +0.3% | +$1.02K | 0.02% | 272 |
|
|
2024
Q2 | $294K | Hold |
2,544
| – | – | 0.02% | 279 |
|
|
2024
Q1 | $292K | Buy |
2,544
+1
| +0% | +$115 | 0.02% | 284 |
|
|
2023
Q4 | $266K | Buy |
+2,543
| New | +$266K | 0.02% | 287 |
|