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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $148K | Hold |
5,410
| – | – | 0.11% | 122 |
|
|
2024
Q3 | $160K | Buy |
5,410
+364
| +7% | +$10.8K | 0.05% | 288 |
|
|
2024
Q2 | $129K | Hold |
5,046
| – | – | 0.04% | 305 |
|
|
2024
Q1 | $131K | Hold |
5,046
| – | – | 0.04% | 308 |
|
|
2023
Q4 | $132K | Hold |
5,046
| – | – | 0.04% | 293 |
|
|
2023
Q3 | $115K | Buy |
+5,046
| New | +$115K | 0.04% | 290 |
|
|
2023
Q1 | $67K | Buy |
+2,756
| New | +$67K | 0.03% | 382 |
|
|
2022
Q4 | – | Sell |
-3,386
| Closed | -$77K | – | 584 |
|
|
2022
Q3 | $77K | Buy |
+3,386
| New | +$77K | 0.03% | 311 |
|