LIBERTY WEALTH MANAGEMENT LLC – First Trust NASDAQ Clean Edge Green Energy Index Fund Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$283,000
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
+9.14%
quarter
First Trust NASDAQ Clean Edge Green Energy Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.98% | 48 shares | 27K | $56.97 | 4.96K |
| Q2 2022 | share | Increase | +9.33% | 420 shares | -34K | $52.2 | 4.92K |
| Q1 2022 | share | Increase | +22.78% | 835 shares | 42K | $64.62 | 4.5K |
| Q4 2021 | share | Increase | +4.74% | 166 shares | 27K | $68.25 | 3.66K |
| Q3 2021 | share | Increase | +13.68% | 421 shares | 9K | $62.6 | 3.49K |
| Q2 2021 | share | Increase | 0.00% | 3.07K shares | 212K | $69.21 | 3.07K |