Steward Partners Investment Advisory’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Buy |
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|
2025
Q1 | $1.88M | Buy |
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|
2024
Q4 | $1.92M | Buy |
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|
2024
Q3 | $1.37M | Buy |
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|
2024
Q2 | $568K | Sell |
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|
2024
Q1 | $629K | Buy |
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|
2023
Q4 | $518K | Buy |
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|
2023
Q3 | $308K | Buy |
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|
2023
Q2 | $176K | Buy |
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|
2023
Q1 | $145K | Buy |
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|
2022
Q4 | $125K | Buy |
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|
2022
Q3 | $98K | Buy |
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|
2022
Q2 | $98K | Buy |
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|
2022
Q1 | $109K | Buy |
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|
2021
Q4 | $86K | Buy |
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|
2021
Q3 | $68K | Sell |
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|
2021
Q2 | $83K | Sell |
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|
2021
Q1 | $800K | Buy |
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