Harvest Investment Services’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
Q2 | $385K | Sell |
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|
2025
Q1 | $392K | Sell |
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|
2024
Q4 | $391K | Buy |
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|
2024
Q3 | $403K | Sell |
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|
2024
Q2 | $357K | Sell |
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|
2024
Q1 | $366K | Buy |
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|
2023
Q4 | $369K | Sell |
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|
2023
Q3 | $327K | Buy |
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|
2023
Q2 | $319K | Sell |
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|
2023
Q1 | $325K | Sell |
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|
2022
Q4 | $324K | Buy |
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|
2022
Q3 | $282K | Sell |
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|
2022
Q2 | $497K | Sell |
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|
2022
Q1 | $1.17M | Sell |
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|
2021
Q4 | $2.91M | Buy |
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|
2021
Q3 | $2.1M | Buy |
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|
2021
Q2 | $359K | Buy |
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|
2021
Q1 | $319K | Sell |
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|
2020
Q4 | $313K | Sell |
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|
2020
Q3 | $326K | Sell |
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|
2020
Q2 | $353K | Buy |
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|
2020
Q1 | $306K | Sell |
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|
2019
Q4 | $1.52M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.52M | Buy |
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|
2019
Q1 | $1.33M | Buy |
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|
2018
Q4 | $1.14M | Buy |
|