IHT Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-447,529
| Closed | -$14.6M | – | 798 |
|
|
2021
Q4 | $14.6M | Buy |
+447,529
| New | +$14.6M | 1.08% | 14 |
|
|
2018
Q2 | – | Sell |
-900
| Closed | -$19K | – | 766 |
|
|
2018
Q1 | $19K | Hold |
900
| – | – | 0.01% | 997 |
|
|
2017
Q4 | $21K | Hold |
900
| – | – | 0.01% | 974 |
|
|
2017
Q3 | $21K | Sell |
900
-13,224
| -94% | -$309K | 0.01% | 761 |
|
|
2017
Q2 | $40 | Buy |
14,124
+3,374
| +31% | +$10 | 0.02% | 565 |
|
|
2017
Q1 | $251K | Buy |
10,750
+9,850
| +1,094% | +$230K | 0.17% | 148 |
|
|
2016
Q4 | $21K | Buy |
+900
| New | +$21K | 0.02% | 616 |
|