Simplicity Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-18,082
| Closed | -$420K | – | 660 |
|
|
2020
Q4 | $420K | Sell |
18,082
-21
| -0.1% | -$488 | 0.01% | 715 |
|
|
2020
Q3 | $382K | Sell |
18,103
-1,399
| -7% | -$29.5K | 0.01% | 677 |
|
|
2020
Q2 | $408K | Sell |
19,502
-4,287
| -18% | -$89.7K | 0.01% | 669 |
|
|
2020
Q1 | $450K | Buy |
+23,789
| New | +$450K | 0.01% | 514 |
|