Clarus Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-800
| Closed | -$20K | – | 634 |
|
|
2019
Q1 | $20K | Sell |
800
-364
| -31% | -$9.1K | 0.02% | 416 |
|
|
2018
Q4 | $25K | Buy |
1,164
+149
| +15% | +$3.2K | 0.04% | 368 |
|
|
2018
Q3 | $24K | Sell |
1,015
-130
| -11% | -$3.07K | 0.02% | 403 |
|
|
2018
Q2 | $24K | Buy |
+1,145
| New | +$24K | 0.02% | 402 |
|