United Capital Financial Advisors’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
Q1 | – | Sell |
-5,200
| Closed | -$219K | – | 1107 |
|
2023
Q4 | $219K | Sell |
5,200
-61
| -1% | -$2.57K | ﹤0.01% | 971 |
|
2023
Q3 | $224K | Buy |
5,261
+23
| +0.4% | +$980 | ﹤0.01% | 780 |
|
2023
Q2 | $268K | Hold |
5,238
| – | – | ﹤0.01% | 788 |
|
2023
Q1 | $274K | Sell |
5,238
-259
| -5% | -$13.5K | ﹤0.01% | 842 |
|
2022
Q4 | $259K | Buy |
5,497
+239
| +5% | +$11.3K | ﹤0.01% | 923 |
|
2022
Q3 | $300K | Sell |
5,258
-800
| -13% | -$45.6K | ﹤0.01% | 910 |
|
2022
Q2 | $316K | Buy |
6,058
+720
| +13% | +$37.6K | ﹤0.01% | 925 |
|
2022
Q1 | $345K | Buy |
5,338
+15
| +0.3% | +$969 | ﹤0.01% | 948 |
|
2021
Q4 | $362K | Sell |
5,323
-102
| -2% | -$6.94K | ﹤0.01% | 962 |
|
2021
Q3 | $340K | Sell |
5,425
-100
| -2% | -$6.27K | ﹤0.01% | 959 |
|
2021
Q2 | $382K | Buy |
5,525
+90
| +2% | +$6.22K | ﹤0.01% | 951 |
|
2021
Q1 | $373K | Buy |
5,435
+545
| +11% | +$37.4K | ﹤0.01% | 934 |
|
2020
Q4 | $343K | Buy |
4,890
+100
| +2% | +$7.01K | ﹤0.01% | 947 |
|
2020
Q3 | $212K | Buy |
+4,790
| New | +$212K | ﹤0.01% | 1057 |
|