Great Diamond Partners, LLC First Tr Nasdaq Clean Edge Sma Transaction History

Great Diamond Partners, LLC

$377 Million
Q4 2024

A detailed history of Great Diamond Partners, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Great Diamond Partners, LLC holds 1,920 shares of GRID stock, worth $236,006. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,920

Previous 1,902 0.95%

Holding current value

$236,006

Previous $242,000 5.37%

% of portfolio

0.06%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$119.34 - $127.78 $2,148 - $2,300	18 Added 0.95%	1,920 $229,000
Q3 2024 Oct 25, 2024	SELL	$110.06 - $128.44 $4,952 - $5,779	-45 Reduced 2.31%	1,902 $242,000
Q2 2024 Jul 29, 2024	SELL	$109.73 - $121.69 $9,875 - $10,952	-90 Reduced 4.42%	1,947 $225,000
Q1 2024 May 08, 2024	SELL	$98.77 - $114.86 $1,777 - $2,067	-18 Reduced 0.88%	2,037 $233,000
Q4 2023 Feb 07, 2024	BUY	$85.32 - $105.07 $175,332 - $215,918	2,055 New	2,055 $215,000
Q2 2023 Jul 17, 2023	SELL	$94.41 - $105.64 $89,878 - $100,569	-952 Reduced 31.98%	2,025 $212,000
Q1 2023 May 04, 2023	BUY	$87.19 - $97.66 $6,975 - $7,812	80 Added 2.76%	2,977 $290,000
Q4 2022 Feb 01, 2023	BUY	$73.72 - $93.58 $213,566 - $271,101	2,897 New	2,897 $252,000

Others Institutions Holding GRID

# of Institutions

301

Shares Held

10M

Call Options Held

Put Options Held

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About FIRST TR NASDAQ CLEAN EDGE SMA

Ticker GRID
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Great Diamond Partners, LLC First Tr Nasdaq Clean Edge Sma Transaction History