Chicago Partners Investment Group’s First Trust Alerian Disruptive Technology Real Estate ETF DTRE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-1,073
| Closed | -$47K | – | 482 |
|
2018
Q3 | $47K | Hold |
1,073
| – | – | 0.01% | 523 |
|
2018
Q2 | $49K | Hold |
1,073
| – | – | 0.01% | 483 |
|
2018
Q1 | $47K | Hold |
1,073
| – | – | 0.01% | 456 |
|
2017
Q4 | $49K | Buy |
1,073
+154
| +17% | +$7.03K | 0.01% | 453 |
|
2017
Q3 | $41K | Sell |
919
-464
| -34% | -$20.7K | 0.01% | 463 |
|
2017
Q2 | $61K | Buy |
+1,383
| New | +$61K | 0.02% | 351 |
|