Sheets Smith 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,127
| Closed | -$403K | – | 333 |
|
|
2023
Q1 | $403K | Buy |
4,127
+282
| +7% | +$27.5K | 0.06% | 225 |
|
|
2022
Q4 | $335K | Sell |
3,845
-257
| -6% | -$22.4K | 0.05% | 240 |
|
|
2022
Q3 | $309K | Buy |
4,102
+53
| +1% | +$3.99K | 0.05% | 240 |
|
|
2022
Q2 | $314K | Buy |
4,049
+813
| +25% | +$63K | 0.05% | 239 |
|
|
2022
Q1 | $304K | Buy |
+3,236
| New | +$304K | 0.04% | 280 |
|