Walkner Condon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $673K | Buy |
20,599
+291
| +1% | +$9.51K | 0.12% | 129 |
|
|
2025
Q1 | $581K | Buy |
20,308
+521
| +3% | +$14.9K | 0.12% | 136 |
|
|
2024
Q4 | $671K | Sell |
19,787
-386
| -2% | -$13.1K | 0.14% | 125 |
|
|
2024
Q3 | $724K | Sell |
20,173
-767
| -4% | -$27.5K | 0.15% | 119 |
|
|
2024
Q2 | $712K | Buy |
20,940
+862
| +4% | +$29.3K | 0.15% | 112 |
|
|
2024
Q1 | $696K | Sell |
20,078
-801
| -4% | -$27.8K | 0.15% | 123 |
|
|
2023
Q4 | $881K | Buy |
20,879
+908
| +5% | +$38.3K | 0.2% | 102 |
|
|
2023
Q3 | $851K | Buy |
19,971
+463
| +2% | +$19.7K | 0.23% | 94 |
|
|
2023
Q2 | $998K | Sell |
19,508
-1,853
| -9% | -$94.8K | 0.26% | 84 |
|
|
2023
Q1 | $1.12M | Buy |
21,361
+656
| +3% | +$34.3K | 0.31% | 73 |
|
|
2022
Q4 | $977K | Sell |
20,705
-1,049
| -5% | -$49.5K | 0.29% | 75 |
|
|
2022
Q3 | $1.24M | Buy |
21,754
+500
| +2% | +$28.5K | 0.4% | 64 |
|
|
2022
Q2 | $1.11M | Buy |
21,254
+1,636
| +8% | +$85.4K | 0.35% | 66 |
|
|
2022
Q1 | $1.27M | Buy |
19,618
+14,858
| +312% | +$960K | 0.36% | 65 |
|
|
2021
Q4 | $324K | Sell |
4,760
-12,826
| -73% | -$873K | 0.21% | 95 |
|
|
2021
Q3 | $1.1M | Buy |
17,586
+483
| +3% | +$30.2K | 0.54% | 41 |
|
|
2021
Q2 | $1.18M | Buy |
17,103
+4,061
| +31% | +$281K | 0.43% | 54 |
|
|
2021
Q1 | $895K | Buy |
13,042
+1,030
| +9% | +$70.7K | 0.35% | 66 |
|
|
2020
Q4 | $844K | Buy |
12,012
+814
| +7% | +$57.2K | 0.36% | 59 |
|
|
2020
Q3 | $497K | Sell |
11,198
-65
| -0.6% | -$2.89K | 0.27% | 67 |
|
|
2020
Q2 | $335K | Sell |
11,263
-143
| -1% | -$4.25K | 0.3% | 46 |
|
|
2020
Q1 | $229K | Sell |
11,406
-28
| -0.2% | -$562 | 0.24% | 47 |
|
|
2019
Q4 | $285K | Buy |
+11,434
| New | +$285K | 0.27% | 51 |
|