Shira Ridge Wealth Management First Tr Nasdaq Clean Edge Sma Transaction History

Shira Ridge Wealth Management

$179 Billion
Q2 2024

A detailed history of Shira Ridge Wealth Management transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Shira Ridge Wealth Management holds 2,628 shares of GRID stock, worth $311,023. This represents 0.17% of its overall portfolio holdings.

Number of Shares

2,628

Previous 2,977 11.72%

Holding current value

$311,023

Previous $341 Million 10.98%

% of portfolio

0.17%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 11, 2024	SELL	$109.73 - $121.69 $38,295 - $42,469	-349 Reduced 11.72%	2,628 $304 Million
Q1 2024 Apr 18, 2024	SELL	$98.77 - $114.86 $43,162 - $50,193	-437 Reduced 12.8%	2,977 $341 Million
Q4 2023 Jan 10, 2024	BUY	$85.32 - $105.07 $71,924 - $88,574	843 Added 32.79%	3,414 $357 Million
Q3 2023 Oct 10, 2023	SELL	$93.06 - $107.86 $3,443 - $3,990	-37 Reduced 1.42%	2,571 $241 Million
Q2 2023 Jul 12, 2023	SELL	$94.41 - $105.64 $16,710 - $18,698	-177 Reduced 6.36%	2,608 $274 Million
Q1 2023 May 08, 2023	SELL	$87.19 - $97.66 $86,318 - $96,683	-990 Reduced 26.23%	2,785 $272 Million
Q4 2022 Jan 12, 2023	BUY	$82.74 - $93.58 $312,343 - $353,264	3,775 New	3,775 $329 Million

Others Institutions Holding GRID

# of Institutions

243

Shares Held

6.88M

Call Options Held

Put Options Held

View Full List

About FIRST TR NASDAQ CLEAN EDGE SMA

Ticker GRID
Sector ETFs
Industry ETFs

More about GRID

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shira Ridge Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Shira Ridge Wealth Management with notifications on news.

Account

Shira Ridge Wealth Management First Tr Nasdaq Clean Edge Sma Transaction History