Tyler-Stone 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-340
| Closed | -$11.6K | – | 750 |
|
2024
Q2 | $11.6K | Sell |
340
-180
| -35% | -$6.12K | ﹤0.01% | 619 |
|
2024
Q1 | $18K | Sell |
520
-620
| -54% | -$21.5K | 0.01% | 528 |
|
2023
Q4 | $48.1K | Sell |
1,140
-776
| -41% | -$32.7K | 0.02% | 358 |
|
2023
Q3 | $82K | Buy |
1,916
+370
| +24% | +$15.8K | 0.05% | 273 |
|
2023
Q2 | $79K | Buy |
+1,546
| New | +$79K | 0.04% | 278 |
|
2022
Q4 | $48K | Buy |
1,016
+1
| +0.1% | +$47 | 0.03% | 328 |
|
2022
Q3 | $58K | Hold |
1,015
| – | – | 0.04% | 279 |
|
2022
Q2 | $53K | Sell |
1,015
-175
| -15% | -$9.14K | 0.04% | 310 |
|
2022
Q1 | $77K | Buy |
1,190
+240
| +25% | +$15.5K | 0.04% | 286 |
|
2021
Q4 | $65K | Buy |
+950
| New | +$65K | 0.03% | 323 |
|