Patriot Financial Group Insurance Agency’s Diversified Real Asset Income Fd DRA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-7,920
Closed -$139K 962
2017
Q2
$139K Buy
7,920
+513
+7% +$9K 0.14% 129
2017
Q1
$129K Buy
7,407
+3,211
+77% +$55.9K 0.14% 124
2016
Q4
$68K Buy
+4,196
New +$68K 0.09% 183