AWM
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Aprio Wealth Management’s First Trust S&P REIT Index Fund FRI Stock Holding History

Aprio Wealth Management’s Portfolio FRI Stock Details FRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-31,865
Closed -$603K – 72
2020
Q1 		$603K Hold
31,865
– – 0.76% 29
2019
Q4 		$832K Buy
+31,865
New +$832K 0.61% 26