Jaffetilchin Investment Partners’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
Q3 | $448K | Sell |
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|
2025
Q2 | $463K | Sell |
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|
2025
Q1 | $473K | Sell |
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|
2024
Q4 | $494K | Buy |
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|
2024
Q3 | $522K | Buy |
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|
2024
Q2 | $444K | Sell |
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|
2024
Q1 | $471K | Sell |
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|
2023
Q4 | $505K | Buy |
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|
2023
Q3 | $303K | Hold |
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|
2023
Q2 | $326K | Sell |
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|
2023
Q1 | $329K | Sell |
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|
2022
Q4 | $350K | Sell |
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|
2022
Q3 | $734K | Sell |
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|
2022
Q2 | $11.7M | Sell |
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|
2022
Q1 | $12.7M | Sell |
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|
2021
Q4 | $16.8M | Buy |
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|
2021
Q3 | $14.3M | Buy |
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|
2021
Q2 | $13.3M | Buy |
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|
2021
Q1 | $10.1M | Buy |
|