HM Payson & Co’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
2021
Q2
Sell
-458
Closed -$12K 1116
2021
Q1
$12K Sell
458
-361
-44% -$9.46K ﹤0.01% 849
2020
Q4
$19K Hold
819
﹤0.01% 776
2020
Q3
$17K Buy
819
+361
+79% +$7.49K ﹤0.01% 757
2020
Q2
$10K Buy
+458
New +$10K ﹤0.01% 744