PWS
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Proactive Wealth Strategies’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Proactive Wealth Strategies’s Portfolio GRID Stock Details GRID Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$563K Sell
4,048
-1,028
-20% -$143K 0.27% 83
2025
Q1 		$574K Sell
5,076
-64
-1% -$7.24K 0.31% 77
2024
Q4 		$613K Buy
5,140
+61
+1% +$7.28K 0.32% 75
2024
Q3 		$646K Buy
+5,079
New +$646K 0.36% 68