Advocacy Wealth Management Services’s First Trust S&P REIT Index Fund FRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,968
| Closed | -$45K | – | 315 |
|
|
2016
Q4 | $45K | Hold |
1,968
| – | – | 0.01% | 79 |
|
|
2016
Q3 | $48K | Hold |
1,968
| – | – | 0.02% | 117 |
|
|
2016
Q2 | $49K | Sell |
1,968
-97
| -5% | -$2.42K | 0.02% | 145 |
|
|
2016
Q1 | $48K | Hold |
2,065
| – | – | 0.03% | 184 |
|
|
2015
Q4 | $46K | Buy |
+2,065
| New | +$46K | 0.05% | 172 |
|
|
2013
Q3 | $2K | Hold |
112
| – | – | 0.01% | 275 |
|
|
2013
Q2 | $2K | Buy |
+112
| New | +$2K | 0.01% | 230 |
|