Pinnacle Family Advisors’s First Trust Alerian Disruptive Technology Real Estate ETF DTRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-6,700
| Closed | -$321K | – | 78 |
|
|
2019
Q1 | $321K | Buy |
+6,700
| New | +$321K | 0.29% | 54 |
|
|
2018
Q4 | – | Sell |
-14,980
| Closed | -$673K | – | 61 |
|
|
2018
Q3 | $673K | Buy |
+14,980
| New | +$673K | 0.36% | 41 |
|
|
2018
Q1 | – | Sell |
-44,550
| Closed | -$2.03M | – | 65 |
|
|
2017
Q4 | $2.03M | Buy |
44,550
+21,655
| +95% | +$985K | 0.93% | 30 |
|
|
2017
Q3 | $1.03M | Sell |
22,895
-17,560
| -43% | -$792K | 0.49% | 42 |
|
|
2017
Q2 | $1.79M | Buy |
40,455
+1,510
| +4% | +$66.9K | 1% | 25 |
|
|
2017
Q1 | $1.69M | Buy |
38,945
+21,845
| +128% | +$950K | 1.05% | 16 |
|
|
2016
Q4 | $723K | Buy |
+17,100
| New | +$723K | 0.44% | 45 |
|