Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,146
| Closed | -$79K | – | 1403 |
|
|
2021
Q1 | $79K | Buy |
1,146
+135
| +13% | +$9.31K | ﹤0.01% | 670 |
|
|
2020
Q4 | $71K | Buy |
+1,011
| New | +$71K | ﹤0.01% | 651 |
|
|
2020
Q3 | – | Sell |
-125
| Closed | -$4K | – | 1949 |
|
|
2020
Q2 | $4K | Hold |
125
| – | – | ﹤0.01% | 1530 |
|
|
2020
Q1 | $3K | Buy |
+125
| New | +$3K | ﹤0.01% | 1388 |
|