Sheets Smith Wealth Management’s First Trust S&P REIT Index Fund FRI Stock Holding History

Sheets Smith Wealth Management’s Portfolio FRI Stock Details FRI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell
2015 Q1	$1.09M	Hold
2014 Q4	$1.05M	Hold
2014 Q3	$924K	Hold
2014 Q2	$961K	Hold
2014 Q1	$901K	Hold
2013 Q4	$824K	Sell
2013 Q3	$1.14M	Buy
2013 Q2	$876K	Buy