Cypress Wealth Services’s First Trust S&P REIT Index Fund FRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,000
| Closed | -$287K | – | 252 |
|
|
2019
Q4 | $287K | Hold |
11,000
| – | – | 0.07% | 195 |
|
|
2019
Q3 | $293K | Hold |
11,000
| – | – | 0.08% | 191 |
|
|
2019
Q2 | $274K | Hold |
11,000
| – | – | 0.08% | 201 |
|
|
2019
Q1 | $274K | Hold |
11,000
| – | – | 0.09% | 193 |
|
|
2018
Q4 | $238K | Buy |
+11,000
| New | +$238K | 0.09% | 178 |
|