Avantax Planning Partners’s First Trust Alerian Disruptive Technology Real Estate ETF DTRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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|
2020
Q3 | $249K | Hold |
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|
2020
Q2 | $244K | Hold |
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|
2020
Q1 | $223K | Hold |
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|
2019
Q4 | $313K | Hold |
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|
2019
Q3 | $319K | Sell |
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|
2019
Q2 | $353K | Hold |
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|
2019
Q1 | $348K | Hold |
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|
2018
Q4 | $304K | Sell |
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|
2018
Q3 | $347K | Sell |
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|
2018
Q2 | $377K | Sell |
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|
2018
Q1 | $373K | Sell |
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|
2017
Q4 | $464K | Sell |
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|
2017
Q3 | $678K | Hold |
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|
2017
Q2 | $666K | Sell |
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|
2017
Q1 | $666K | Sell |
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|
2016
Q4 | $2.45M | Buy |
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