Tradition 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-184
| Closed | -$19K | – | 717 |
|
|
2023
Q4 | $19K | Hold |
184
| – | – | ﹤0.01% | 852 |
|
|
2023
Q3 | $17K | Buy |
184
+1
| +0.5% | +$92 | ﹤0.01% | 881 |
|
|
2023
Q2 | $19K | Hold |
183
| – | – | ﹤0.01% | 893 |
|
|
2023
Q1 | $18K | Buy |
183
+1
| +0.5% | +$98 | ﹤0.01% | 854 |
|
|
2022
Q4 | $16K | Buy |
182
+1
| +0.6% | +$88 | ﹤0.01% | 794 |
|
|
2022
Q3 | $14K | Hold |
181
| – | – | ﹤0.01% | 843 |
|
|
2022
Q2 | $14K | Sell |
181
-399
| -69% | -$30.9K | ﹤0.01% | 733 |
|
|
2022
Q1 | $55K | Hold |
580
| – | – | 0.01% | 491 |
|
|
2021
Q4 | $60K | Hold |
580
| – | – | 0.01% | 494 |
|
|
2021
Q3 | $54K | Buy |
580
+1
| +0.2% | +$93 | 0.01% | 486 |
|
|
2021
Q2 | $54K | Hold |
579
| – | – | 0.01% | 505 |
|
|
2021
Q1 | $50K | Buy |
579
+179
| +45% | +$15.5K | 0.01% | 435 |
|
|
2020
Q4 | $32K | Buy |
+400
| New | +$32K | 0.01% | 492 |
|