Stonebridge Financial Planning Group’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 | $730K | Hold |
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|
2025
Q1 | $594K | Hold |
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|
2024
Q4 | $627K | Hold |
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|
2024
Q3 | $669K | Hold |
|
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|
2024
Q2 | $607K | Sell |
|
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|
2024
Q1 | $626K | Sell |
|
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|
2023
Q4 | $605K | Sell |
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|
2023
Q3 | $606K | Sell |
|
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|
2023
Q2 | $700K | Sell |
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|
2023
Q1 | $665K | Sell |
|
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|
2022
Q4 | $695K | Sell |
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|
2022
Q3 | $627K | Sell |
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|
2022
Q2 | $774K | Sell |
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|
2022
Q1 | $1.22M | Buy |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $1.23M | Buy |
|