Wealthspan Partners’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 | $454K | Buy |
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|
2025
Q1 | $294K | Sell |
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|
2024
Q4 | $410K | Buy |
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|
2024
Q3 | $436K | Buy |
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|
2024
Q2 | $373K | Buy |
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|
2024
Q1 | $355K | Hold |
|
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|
2023
Q4 | $324K | Sell |
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|
2023
Q3 | $313K | Sell |
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|
2023
Q2 | $386K | Sell |
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|
2023
Q1 | $379K | Sell |
|
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|
2022
Q4 | $370K | Buy |
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|
2022
Q3 | $306K | Sell |
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|
2022
Q2 | $330K | Buy |
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|
2022
Q1 | $316K | Buy |
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|
2021
Q4 | $294K | Buy |
|