Bank of Montreal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,572
| Closed | -$36K | – | 3838 |
|
|
2017
Q1 | $36K | Hold |
1,572
| – | – | ﹤0.01% | 2931 |
|
|
2016
Q4 | $35K | Hold |
1,572
| – | – | ﹤0.01% | 2927 |
|
|
2016
Q3 | $38K | Sell |
1,572
-314
| -17% | -$7.59K | ﹤0.01% | 2876 |
|
|
2016
Q2 | $47K | Buy |
1,886
+314
| +20% | +$7.83K | ﹤0.01% | 2818 |
|
|
2016
Q1 | $37K | Hold |
1,572
| – | – | ﹤0.01% | 2941 |
|
|
2015
Q4 | $35K | Hold |
1,572
| – | – | ﹤0.01% | 2961 |
|
|
2015
Q3 | $33K | Hold |
1,572
| – | – | ﹤0.01% | 2836 |
|
|
2015
Q2 | $32K | Hold |
1,572
| – | – | ﹤0.01% | 2941 |
|
|
2015
Q1 | $36K | Buy |
+1,572
| New | +$36K | ﹤0.01% | 2833 |
|