Private Wealth Advisors (California)’s First Trust Global Wind Energy ETF FAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-45,504
| Closed | -$899K | – | 78 |
|
|
2022
Q1 | $899K | Buy |
45,504
+4,269
| +10% | +$84.3K | 0.29% | 51 |
|
|
2021
Q4 | $835K | Sell |
41,235
-7,514
| -15% | -$152K | 0.18% | 52 |
|
|
2021
Q3 | $988K | Buy |
48,749
+6,575
| +16% | +$133K | 0.24% | 62 |
|
|
2021
Q2 | $907K | Buy |
42,174
+10,924
| +35% | +$235K | 0.28% | 57 |
|
|
2021
Q1 | $705K | Buy |
+31,250
| New | +$705K | 0.24% | 56 |
|