Global Retirement Partners’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 | – | Sell |
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|
2025
Q2 | $92K | Buy |
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|
2024
Q4 | $116K | Hold |
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|
2024
Q3 | $126K | Hold |
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|
2024
Q2 | $109K | Hold |
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|
2024
Q1 | $111K | Hold |
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|
2023
Q4 | $110K | Sell |
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|
2023
Q3 | $97.2K | Sell |
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|
2023
Q2 | $120K | Sell |
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|
2023
Q1 | $138K | Sell |
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|
2022
Q4 | $139K | Buy |
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|
2022
Q3 | $119K | Buy |
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|
2022
Q2 | $79K | Buy |
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|
2022
Q1 | $18K | Buy |
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