Shira Ridge Wealth Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,628
| Closed | -$304K | – | 83 |
|
|
2024
Q2 | $304K | Sell |
2,628
-349
| -12% | -$40.3K | 0.17% | 65 |
|
|
2024
Q1 | $341K | Sell |
2,977
-437
| -13% | -$50.1K | 0.2% | 59 |
|
|
2023
Q4 | $357K | Buy |
3,414
+843
| +33% | +$88.3K | 0.21% | 56 |
|
|
2023
Q3 | $241K | Sell |
2,571
-37
| -1% | -$3.47K | 0.16% | 63 |
|
|
2023
Q2 | $274K | Sell |
2,608
-177
| -6% | -$18.6K | 0.17% | 59 |
|
|
2023
Q1 | $272K | Sell |
2,785
-990
| -26% | -$96.7K | 0.18% | 57 |
|
|
2022
Q4 | $329K | Buy |
+3,775
| New | +$329K | 0.23% | 53 |
|