Waverly Advisors’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.97M | Buy |
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|
2024
Q2 | $1.79M | Hold |
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|
2024
Q1 | $1.78M | Hold |
|
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|
2023
Q4 | $1.62M | Hold |
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|
2023
Q3 | $1.46M | Hold |
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|
2023
Q2 | $1.63M | Hold |
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|
2023
Q1 | $1.51M | Hold |
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|
2022
Q4 | $1.35M | Hold |
|
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|
2022
Q3 | $1.17M | Buy |
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|
2022
Q2 | $991K | Hold |
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|
2022
Q1 | $1.2M | Hold |
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|
2021
Q4 | $1.14M | Hold |
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|
2021
Q3 | $1.33M | Buy |
|