Fulcrum Equity Management’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	-43,279	Closed	-$1.13M	–	57
2019 Q4	$1.13M	Sell	43,279 -18,921	-30%	-$494K	0.59%	25
2019 Q3	$1.66M	Buy	+62,200	New	+$1.66M	0.84%	14
2019 Q2	–	Sell	-25,783	Closed	-$642K	–	92
2019 Q1	$642K	Buy	+25,783	New	+$642K	0.22%	26