Shamrock Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Hold |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $6.38M | Buy |
|
|||||
|
2016
Q2 | $6.36M | Buy |
|
|||||
|
2016
Q1 | $5.92M | Buy |
|
|||||
|
2015
Q4 | $4.48M | Sell |
|
|||||
|
2015
Q3 | $4.49M | Sell |
|
|||||
|
2015
Q2 | $4.54M | Sell |
|
|||||
|
2015
Q1 | $5.28M | Sell |
|
|||||
|
2014
Q4 | $5.3M | Sell |
|
|||||
|
2014
Q3 | $9.23M | Buy |
|