SPWG
Sage Private Wealth Group’s First Trust S&P REIT Index Fund FRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-218
| Closed | -$5K | – | 90 |
|
|
2022
Q3 | $5K | Buy |
218
+1
| +0.5% | +$23 | 0.01% | 169 |
|
|
2022
Q2 | $6K | Buy |
217
+1
| +0.5% | +$28 | 0.01% | 153 |
|
|
2022
Q1 | $7K | Buy |
216
+1
| +0.5% | +$32 | 0.01% | 154 |
|
|
2021
Q4 | $7K | Buy |
215
+1
| +0.5% | +$33 | 0.01% | 150 |
|
|
2021
Q3 | $6K | Buy |
214
+1
| +0.5% | +$28 | 0.01% | 155 |
|
|
2021
Q2 | $6K | Hold |
213
| – | – | 0.01% | 148 |
|
|
2021
Q1 | $5K | Buy |
213
+1
| +0.5% | +$23 | 0.01% | 153 |
|
|
2020
Q4 | $5K | Buy |
+212
| New | +$5K | 0.01% | 144 |
|