Arkadios Wealth Advisors’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
2021
Q4
Sell
-606
Closed -$17K 1004
2021
Q3
$17K Sell
606
-737
-55% -$20.7K ﹤0.01% 1273
2021
Q2
$37K Sell
1,343
-1,678
-56% -$46.2K ﹤0.01% 1032
2021
Q1
$76K Buy
3,021
+708
+31% +$17.8K 0.01% 590
2020
Q4
$53K Buy
+2,313
New +$53K 0.01% 547