DWMG
DB Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-25,219
| Closed | -$581K | – | 358 |
|
|
2022
Q3 | $581K | Sell |
25,219
-688
| -3% | -$15.9K | 0.41% | 47 |
|
|
2022
Q2 | $667K | Buy |
25,907
+1
| +0% | +$26 | 0.45% | 49 |
|
|
2022
Q1 | $808K | Buy |
25,906
+1,332
| +5% | +$41.5K | 0.49% | 44 |
|
|
2021
Q4 | $801K | Buy |
24,574
+613
| +3% | +$20K | 0.47% | 49 |
|
|
2021
Q3 | $678K | Buy |
23,961
+462
| +2% | +$13.1K | 0.44% | 51 |
|
|
2021
Q2 | $659K | Buy |
+23,499
| New | +$659K | 0.42% | 53 |
|