WP
Wealthspan Partners’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454K | Buy |
3,269
+666
| +26% | +$92.6K | 0.19% | 72 |
|
|
2025
Q1 | $294K | Sell |
2,603
-833
| -24% | -$94.2K | 0.14% | 92 |
|
|
2024
Q4 | $410K | Buy |
3,436
+10
| +0.3% | +$1.19K | 0.2% | 76 |
|
|
2024
Q3 | $436K | Buy |
3,426
+198
| +6% | +$25.2K | 0.22% | 72 |
|
|
2024
Q2 | $373K | Buy |
3,228
+130
| +4% | +$15K | 0.21% | 73 |
|
|
2024
Q1 | $355K | Hold |
3,098
| – | – | 0.21% | 71 |
|
|
2023
Q4 | $324K | Sell |
3,098
-232
| -7% | -$24.3K | 0.23% | 64 |
|
|
2023
Q3 | $313K | Sell |
3,330
-342
| -9% | -$32.1K | 0.25% | 64 |
|
|
2023
Q2 | $386K | Sell |
3,672
-206
| -5% | -$21.7K | 0.3% | 54 |
|
|
2023
Q1 | $379K | Sell |
3,878
-361
| -9% | -$35.3K | 0.32% | 53 |
|
|
2022
Q4 | $370K | Buy |
4,239
+173
| +4% | +$15.1K | 0.34% | 52 |
|
|
2022
Q3 | $306K | Sell |
4,066
-192
| -5% | -$14.5K | 0.32% | 50 |
|
|
2022
Q2 | $330K | Buy |
4,258
+903
| +27% | +$70K | 0.34% | 48 |
|
|
2022
Q1 | $316K | Buy |
3,355
+490
| +17% | +$46.2K | 0.29% | 57 |
|
|
2021
Q4 | $294K | Buy |
+2,865
| New | +$294K | 0.26% | 57 |
|