RVW Wealth’s First Trust S&P REIT Index Fund FRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $239K | Hold |
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|
2025
Q2 | $230K | Buy |
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|
2025
Q1 | $231K | Hold |
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|
2024
Q4 | $230K | Hold |
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|
2024
Q3 | $249K | Sell |
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|
2024
Q2 | $233K | Buy |
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|
2024
Q1 | $233K | Hold |
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|
2023
Q4 | $235K | Sell |
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|
2023
Q3 | $214K | Buy |
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|
2023
Q2 | $230K | Buy |
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|
2023
Q1 | $225K | Sell |
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|
2022
Q4 | $232K | Sell |
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|
2022
Q3 | $543K | Buy |
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|
2022
Q2 | $600K | Buy |
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|
2022
Q1 | $704K | Buy |
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|
2021
Q4 | $715K | Buy |
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|
2021
Q3 | $1M | Buy |
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|
2021
Q2 | $0 | Buy |
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|
2021
Q1 | $1M | Buy |
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|
2020
Q4 | $1M | Buy |
|