Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $601K | Buy |
4,326
+671
| +18% | +$93.3K | 0.02% | 561 |
|
|
2025
Q1 | $413K | Buy |
+3,655
| New | +$413K | 0.02% | 643 |
|
|
2021
Q2 | – | Sell |
-75
| Closed | -$7K | – | 1428 |
|
|
2021
Q1 | $7K | Hold |
75
| – | – | ﹤0.01% | 2460 |
|
|
2020
Q4 | $6K | Sell |
75
-2,979
| -98% | -$238K | ﹤0.01% | 2205 |
|
|
2020
Q3 | $193K | Buy |
3,054
+145
| +5% | +$9.16K | 0.01% | 740 |
|
|
2020
Q2 | $160K | Buy |
+2,909
| New | +$160K | 0.01% | 801 |
|