Creative Planning’s First Industrial Realty Trust FR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Sell |
6,941
-4,019
| -37% | -$193K | ﹤0.01% | 2800 |
|
|
2025
Q1 | $591K | Buy |
10,960
+4,805
| +78% | +$259K | ﹤0.01% | 2132 |
|
|
2024
Q4 | $309K | Buy |
6,155
+1,540
| +33% | +$77.2K | ﹤0.01% | 2635 |
|
|
2024
Q3 | $258K | Buy |
+4,615
| New | +$258K | ﹤0.01% | 2648 |
|
|
2023
Q3 | – | Sell |
-6,685
| Closed | -$352K | – | 2851 |
|
|
2023
Q2 | $352K | Buy |
6,685
+148
| +2% | +$7.79K | ﹤0.01% | 1779 |
|
|
2023
Q1 | $348K | Buy |
+6,537
| New | +$348K | ﹤0.01% | 1697 |
|
|
2017
Q3 | – | Sell |
-285
| Closed | -$8K | – | 2478 |
|
|
2017
Q2 | $8K | Hold |
285
| – | – | ﹤0.01% | 3694 |
|
|
2017
Q1 | $8K | Hold |
285
| – | – | ﹤0.01% | 3667 |
|
|
2016
Q4 | $8K | Buy |
+285
| New | +$8K | ﹤0.01% | 3617 |
|
|
2016
Q3 | – | Sell |
-500
| Closed | -$14K | – | 4414 |
|
|
2016
Q2 | $14K | Buy |
+500
| New | +$14K | ﹤0.01% | 2982 |
|
|
2015
Q1 | – | Sell |
-700
| Closed | -$14K | – | 4119 |
|
|
2014
Q4 | $14K | Hold |
700
| – | – | ﹤0.01% | 2871 |
|
|
2014
Q3 | $12K | Hold |
700
| – | – | ﹤0.01% | 2800 |
|
|
2014
Q2 | $13K | Hold |
700
| – | – | ﹤0.01% | 2685 |
|
|
2014
Q1 | $14K | Hold |
700
| – | – | ﹤0.01% | 2545 |
|
|
2013
Q4 | $12K | Hold |
700
| – | – | ﹤0.01% | 2462 |
|
|
2013
Q3 | $11K | Hold |
700
| – | – | ﹤0.01% | 2403 |
|
|
2013
Q2 | $11K | Buy |
+700
| New | +$11K | ﹤0.01% | 2219 |
|