LMKC
FRI icon

L.M. Kohn & Company’s First Trust S&P REIT Index Fund FRI Stock Holding History

L.M. Kohn & Company’s Portfolio FRI Stock Details FRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,500
Closed -$400K – 274
2024
Q3 		$400K Buy
+13,500
New +$400K 0.1% 170