Atria Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-11,180
| Closed | -$278K | – | 1007 |
|
|
2019
Q1 | $278K | Buy |
11,180
+290
| +3% | +$7.21K | 0.01% | 729 |
|
|
2018
Q4 | $235K | Sell |
10,890
-2,156
| -17% | -$46.5K | 0.01% | 754 |
|
|
2018
Q3 | $304K | Sell |
13,046
-4,529
| -26% | -$106K | 0.01% | 762 |
|
|
2018
Q2 | $411K | Buy |
17,575
+410
| +2% | +$9.59K | 0.02% | 631 |
|
|
2018
Q1 | $366K | Buy |
17,165
+4,156
| +32% | +$88.6K | 0.02% | 613 |
|
|
2017
Q4 | $303K | Buy |
+13,009
| New | +$303K | 0.02% | 644 |
|