Spire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.95K | Sell |
50
-398
| -89% | -$55.3K | ﹤0.01% | 1845 |
|
|
2025
Q1 | $50.7K | Hold |
448
| – | – | ﹤0.01% | 1276 |
|
|
2024
Q4 | $53.4K | Buy |
448
+40
| +10% | +$4.77K | ﹤0.01% | 1258 |
|
|
2024
Q3 | $51.9K | Buy |
408
+14
| +4% | +$1.78K | ﹤0.01% | 1124 |
|
|
2024
Q2 | $45.5K | Buy |
394
+25
| +7% | +$2.89K | ﹤0.01% | 1154 |
|
|
2024
Q1 | $42.3K | Buy |
369
+24
| +7% | +$2.75K | ﹤0.01% | 1274 |
|
|
2023
Q4 | $34.5K | Sell |
345
-258
| -43% | -$25.8K | ﹤0.01% | 1323 |
|
|
2023
Q3 | $56.6K | Buy |
603
+226
| +60% | +$21.2K | ﹤0.01% | 1131 |
|
|
2023
Q2 | $39.6K | Buy |
377
+59
| +19% | +$6.2K | ﹤0.01% | 1296 |
|
|
2023
Q1 | $31.1K | Buy |
318
+297
| +1,414% | +$29K | ﹤0.01% | 1418 |
|
|
2022
Q4 | $2K | Sell |
21
-7
| -25% | -$667 | ﹤0.01% | 2046 |
|
|
2022
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 1948 |
|
|
2022
Q2 | $2K | Sell |
28
-28
| -50% | -$2K | ﹤0.01% | 2356 |
|
|
2022
Q1 | $5K | Sell |
56
-315
| -85% | -$28.1K | ﹤0.01% | 2233 |
|
|
2021
Q4 | $38K | Buy |
+371
| New | +$38K | ﹤0.01% | 1844 |
|
|
2021
Q2 | – | Sell |
-20
| Closed | -$2K | – | 2727 |
|
|
2021
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 2848 |
|