Clarus Wealth Advisors’s First Trust Alerian Disruptive Technology Real Estate ETF DTRE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-800
| Closed | -$38K | – | 604 |
|
2019
Q1 | $38K | Hold |
800
| – | – | 0.03% | 335 |
|
2018
Q4 | $33K | Sell |
800
-100
| -11% | -$4.13K | 0.05% | 321 |
|
2018
Q3 | $40K | Buy |
900
+200
| +29% | +$8.89K | 0.03% | 326 |
|
2018
Q2 | $31K | Buy |
+700
| New | +$31K | 0.02% | 358 |
|