Mid Atlantic Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-21,931
| Closed | -$415K | – | 749 |
|
|
2020
Q1 | $415K | Sell |
21,931
-100
| -0.5% | -$1.89K | 0.05% | 349 |
|
|
2019
Q4 | $575K | Hold |
22,031
| – | – | 0.05% | 353 |
|
|
2019
Q3 | $586K | Sell |
22,031
-79
| -0.4% | -$2.1K | 0.06% | 312 |
|
|
2019
Q2 | $551K | Buy |
22,110
+1,510
| +7% | +$37.6K | 0.06% | 343 |
|
|
2019
Q1 | $513K | Buy |
+20,600
| New | +$513K | 0.06% | 357 |
|