Seven Springs Wealth Group’s First Industrial Realty Trust FR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-4,236
| Closed | -$202K | – | 62 |
|
2023
Q3 | $202K | Hold |
4,236
| – | – | 0.1% | 56 |
|
2023
Q2 | $223K | Hold |
4,236
| – | – | 0.11% | 57 |
|
2023
Q1 | $225K | Buy |
+4,236
| New | +$225K | 0.11% | 57 |
|
2022
Q4 | – | Sell |
-5,686
| Closed | -$255K | – | 59 |
|
2022
Q3 | $255K | Hold |
5,686
| – | – | 0.14% | 51 |
|
2022
Q2 | $270K | Buy |
5,686
+248
| +5% | +$11.8K | 0.14% | 56 |
|
2022
Q1 | $337K | Buy |
+5,438
| New | +$337K | 0.16% | 53 |
|
2021
Q1 | – | Sell |
-31
| Closed | -$1K | – | 174 |
|
2020
Q4 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 197 |
|