Custom Portfolio Group LLC GRID Holdings History
Custom Portfolio Group LLC's First Trust NASDAQ Clean Edge Smart Grid Infrastru Holding Summary
As of 2024-06-30, Custom Portfolio Group LLC held 6,502.00 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastru(GRID), totaling $699,030.00. This investment constitutes 0.63% of their stock portfolio, and Custom Portfolio Group LLC now holds -% of the outstanding First Trust NASDAQ Clean Edge Smart Grid Infrastru(GRID) stock.
The initial trade took place in 2024Q2. And since then Custom Portfolio Group LLC has made 1 purchases of GRID, at an average price of $116.48, for a total of 6,502.00 shares. Based on historical transaction data and GRID's current price of $137.87, Custom Portfolio Group LLC's estimated gain on his GRID holdings is $139,077.78, reflecting a 18.36% gain to date.
Custom Portfolio Group LLC GRID ($137.87) Holding Chart
Custom Portfolio Group LLC GRID ($137.87) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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