SMWM
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Silvia McColl Wealth Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Silvia McColl Wealth Management’s Portfolio GRID Stock Details GRID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$348K Hold
2,505
– – 0.25% 83
2025
Q1 		$283K Buy
2,505
+390
+18% +$44.1K 0.21% 86
2024
Q4 		$252K Hold
2,115
– – 0.19% 92
2024
Q3 		$269K Hold
2,115
– – 0.2% 87
2024
Q2 		$244K Hold
2,115
– – 0.2% 92
2024
Q1 		$238K Buy
+2,115
New +$238K 0.2% 96