SOA Wealth Advisors’s First Trust Global Wind Energy ETF FAN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $22.2K | Buy |
1,225
+7
| +0.6% | +$127 | ﹤0.01% | 487 |
|
2025
Q1 | $18.3K | Buy |
1,218
+2
| +0.2% | +$30 | ﹤0.01% | 487 |
|
2024
Q4 | $18K | Buy |
1,216
+2
| +0.2% | +$30 | ﹤0.01% | 469 |
|
2024
Q3 | $21.9K | Buy |
1,214
+3
| +0.2% | +$54 | ﹤0.01% | 438 |
|
2024
Q2 | $19.6K | Buy |
1,211
+9
| +0.7% | +$146 | ﹤0.01% | 445 |
|
2024
Q1 | $18.5K | Buy |
1,202
+5
| +0.4% | +$77 | ﹤0.01% | 451 |
|
2023
Q4 | $19.7K | Buy |
1,197
+7
| +0.6% | +$115 | ﹤0.01% | 434 |
|
2023
Q3 | $17.2K | Buy |
1,190
+8
| +0.7% | +$116 | ﹤0.01% | 447 |
|
2023
Q2 | $20.6K | Buy |
1,182
+3
| +0.3% | +$52 | ﹤0.01% | 425 |
|
2023
Q1 | $21.1K | Buy |
1,179
+3
| +0.3% | +$54 | 0.01% | 416 |
|
2022
Q4 | $20.4K | Buy |
1,176
+7
| +0.6% | +$121 | 0.01% | 400 |
|
2022
Q3 | $17K | Buy |
1,169
+6
| +0.5% | +$87 | 0.01% | 413 |
|
2022
Q2 | $20K | Buy |
1,163
+2
| +0.2% | +$34 | 0.01% | 383 |
|
2022
Q1 | $22K | Buy |
1,161
+4
| +0.3% | +$76 | 0.01% | 450 |
|
2021
Q4 | $23K | Buy |
1,157
+7
| +0.6% | +$139 | 0.01% | 423 |
|
2021
Q3 | $24K | Buy |
1,150
+6
| +0.5% | +$125 | 0.01% | 419 |
|
2021
Q2 | $24K | Buy |
1,144
+3
| +0.3% | +$63 | 0.01% | 423 |
|
2021
Q1 | $25K | Hold |
1,141
| – | – | 0.01% | 362 |
|
2020
Q4 | $27K | Buy |
+1,141
| New | +$27K | 0.01% | 347 |
|