Newbridge Financial Services Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-275
| Closed | -$6.77K | – | 1335 |
|
|
2023
Q2 | $6.77K | Hold |
275
| – | – | ﹤0.01% | 960 |
|
|
2023
Q1 | $6.7K | Hold |
275
| – | – | ﹤0.01% | 999 |
|
|
2022
Q4 | $6.6K | Sell |
275
-510
| -65% | -$12.2K | ﹤0.01% | 1010 |
|
|
2022
Q3 | $18K | Hold |
785
| – | – | 0.01% | 723 |
|
|
2022
Q2 | $20K | Buy |
+785
| New | +$20K | 0.01% | 655 |
|