Synergy Asset Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Synergy Asset Management’s Portfolio GRID Stock Details GRID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$2.12M	Hold
2024 Q3	$2.12M	Buy
2024 Q2	$222K	Buy
2024 Q1	–	Sell
2023 Q4	$204K	Buy
2022 Q1	–	Sell
2021 Q4	$296K	Buy