BCA
Bay Colony Advisors’s First Trust S&P REIT Index Fund FRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Sell |
20,982
-925
| -4% | -$25K | 0.08% | 222 |
|
|
2025
Q1 | $596K | Sell |
21,907
-125
| -0.6% | -$3.4K | 0.09% | 213 |
|
|
2024
Q4 | $603K | Sell |
22,032
-2,343
| -10% | -$64.1K | 0.09% | 211 |
|
|
2024
Q3 | $722K | Buy |
24,375
+1,356
| +6% | +$40.2K | 0.11% | 182 |
|
|
2024
Q2 | $591K | Buy |
23,019
+463
| +2% | +$11.9K | 0.1% | 193 |
|
|
2024
Q1 | $586K | Buy |
+22,556
| New | +$586K | 0.1% | 187 |
|