Cottonwood Capital Advisors’s First Trust S&P REIT Index Fund FRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $544K | Buy |
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|
2025
Q2 | $520K | Sell |
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|
2025
Q1 | $530K | Sell |
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|
2024
Q4 | $556K | Sell |
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|
2024
Q3 | $633K | Sell |
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|
2024
Q2 | $709K | Sell |
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|
2024
Q1 | $688K | Sell |
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|
2023
Q4 | $774K | Sell |
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|
2023
Q3 | $679K | Sell |
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|
2023
Q2 | $781K | Sell |
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|
2023
Q1 | $811K | Sell |
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|
2022
Q4 | $804K | Sell |
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|
2022
Q3 | $837K | Sell |
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|
2022
Q2 | $1.12M | Buy |
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|
2022
Q1 | $1.2M | Buy |
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|
2021
Q4 | $1.09M | Buy |
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