Householder Group Estate & Retirement Specialist’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
2024
Q4
$148K Hold
2024
Q3
$160K Buy
2024
Q2
$129K Hold
2024
Q1
$131K Hold
2023
Q4
$132K Hold
2023
Q3
$115K Buy
2023
Q1
$67K Buy
2022
Q4
Sell
2022
Q3
$77K Buy