SWM
SeaCrest Wealth Management’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 | $964K | Sell |
6,935
-383
| -5% | -$53.2K | 0.1% | 181 |
|
|
2025
Q1 | $828K | Sell |
7,318
-5,813
| -44% | -$658K | 0.09% | 210 |
|
|
2024
Q4 | $1.57M | Buy |
13,131
+2,032
| +18% | +$242K | 0.16% | 114 |
|
|
2024
Q3 | $1.41M | Buy |
+11,099
| New | +$1.41M | 0.15% | 127 |
|
|
2019
Q2 | – | Sell |
-250
| Closed | -$11K | – | 1048 |
|
|
2019
Q1 | $11K | Hold |
250
| – | – | ﹤0.01% | 1493 |
|
|
2018
Q4 | $10K | Sell |
250
-1,496
| -86% | -$59.8K | ﹤0.01% | 1494 |
|
|
2018
Q3 | $83K | Hold |
1,746
| – | – | 0.01% | 808 |
|
|
2018
Q2 | $85K | Hold |
1,746
| – | – | 0.02% | 783 |
|
|
2018
Q1 | $87K | Buy |
+1,746
| New | +$87K | 0.02% | 750 |
|