TriaGen Wealth Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-18,448
| Closed | -$1.25M | – | 196 |
|
2021
Q4 | $1.25M | Buy |
18,448
+51
| +0.3% | +$3.47K | 0.62% | 60 |
|
2021
Q3 | $1.15M | Buy |
18,397
+692
| +4% | +$43.3K | 0.63% | 59 |
|
2021
Q2 | $1.18M | Buy |
17,705
+600
| +4% | +$40.1K | 0.61% | 60 |
|
2021
Q1 | $1.17M | Buy |
17,105
+4,312
| +34% | +$296K | 0.67% | 53 |
|
2020
Q4 | $898K | Buy |
+12,793
| New | +$898K | 0.53% | 65 |
|