WWA
WCG Wealth Advisors’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-33,586
| Closed | -$1.17M | – | 296 |
|
|
2024
Q1 | $1.17M | Buy |
33,586
+2,337
| +7% | +$81.1K | 0.1% | 173 |
|
|
2023
Q4 | $1.32M | Sell |
31,249
-167
| -0.5% | -$7.04K | 0.1% | 176 |
|
|
2023
Q3 | $1.42M | Sell |
31,416
-734
| -2% | -$33.1K | 0.1% | 162 |
|
|
2023
Q2 | $1.65M | Sell |
32,150
-2,802
| -8% | -$143K | 0.19% | 89 |
|
|
2023
Q1 | $1.83M | Sell |
34,952
-137
| -0.4% | -$7.16K | 0.23% | 83 |
|
|
2022
Q4 | $1.66M | Buy |
35,089
+1,512
| +5% | +$71.4K | 0.23% | 83 |
|
|
2022
Q3 | $2.04M | Sell |
33,577
-147
| -0.4% | -$8.94K | 0.27% | 75 |
|
|
2022
Q2 | $1.76M | Buy |
+33,724
| New | +$1.76M | 0.24% | 77 |
|