Pursue Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Hold |
10,061
| – | – | 0.15% | 94 |
|
|
2025
Q1 | $277K | Hold |
10,061
| – | – | 0.17% | 91 |
|
|
2024
Q4 | $275K | Hold |
10,061
| – | – | 0.16% | 89 |
|
|
2024
Q3 | $298K | Hold |
10,061
| – | – | 0.16% | 85 |
|
|
2024
Q2 | $258K | Hold |
10,061
| – | – | 0.14% | 90 |
|
|
2024
Q1 | $262K | Buy |
+10,061
| New | +$262K | 0.15% | 87 |
|