Axiom Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,200
| Closed | -$28K | – | 219 |
|
|
2022
Q3 | $28K | Buy |
+1,200
| New | +$28K | 0.06% | 206 |
|
|
2022
Q1 | – | Sell |
-13,000
| Closed | -$425K | – | 115 |
|
|
2021
Q4 | $425K | Buy |
+13,000
| New | +$425K | 0.41% | 65 |
|
|
2019
Q4 | – | Sell |
-13,000
| Closed | -$346K | – | 168 |
|
|
2019
Q3 | $346K | Sell |
13,000
-1,000
| -7% | -$26.6K | 0.26% | 101 |
|
|
2019
Q2 | $346K | Buy |
+14,000
| New | +$346K | 0.06% | 266 |
|