PCG Wealth Advisors, LLC GRID Holdings History
PCG Wealth Advisors, LLC's First Trust NASDAQ Clean Edge Smart Grid Infrastru Holding Summary
As of 2025-03-31, PCG Wealth Advisors, LLC held 23,962.00 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastru(GRID), totaling $2.71 Mil. This investment constitutes 0.95% of their stock portfolio, and PCG Wealth Advisors, LLC now holds 0.14% of the outstanding First Trust NASDAQ Clean Edge Smart Grid Infrastru(GRID) stock.
The initial trade took place in 2021Q4. And since then PCG Wealth Advisors, LLC has made 4 purchases of GRID, at an average price of $113.25, for a total of 28,585.00 shares. In addition, there have been 7 sales at an average price of $88.07 for 4,623.00 shares. Based on historical transaction data and GRID's current price of $145.26, PCG Wealth Advisors, LLC's estimated gain on his GRID holdings is $650,654.10, reflecting a 20.10% gain to date.
PCG Wealth Advisors, LLC GRID ($145.26) Holding Chart
PCG Wealth Advisors, LLC GRID ($145.26) 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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