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Acorn Wealth Advisors’s First Trust S&P REIT Index Fund FRI Stock Holding History

Acorn Wealth Advisors’s Portfolio FRI Stock Details FRI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,385
Closed -$79K – 231
2018
Q2 		$79K Sell
3,385
-335
-9% -$7.82K 0.07% 198
2018
Q1 		$81K Sell
3,720
-1,249
-25% -$27.2K 0.07% 194
2017
Q4 		$113K Buy
+4,969
New +$113K 0.1% 155