Larson Financial Group’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
Q2 | $54 | Hold |
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|
2025
Q1 | $55 | Hold |
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|
2024
Q4 | $55 | Hold |
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|
2024
Q3 | $59 | Hold |
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|
2024
Q2 | $53 | Sell |
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|
2024
Q1 | $735 | Hold |
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|
2023
Q4 | $733 | Hold |
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|
2023
Q3 | $638 | Hold |
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|
2023
Q2 | $687 | Hold |
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|
2023
Q1 | $671 | Buy |
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|
2022
Q4 | $655 | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $1K | Buy |
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|
2021
Q3 | $1K | Buy |
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|
2021
Q2 | $1K | Sell |
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|
2021
Q1 | $2K | Hold |
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|
2020
Q4 | $1K | Sell |
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|
2020
Q3 | $2K | Sell |
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|
2020
Q2 | $860K | Buy |
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