Stonebridge Financial Planning Group’s First Trust S&P REIT Index Fund FRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-100
Closed -$2K 396
2020
Q3
$2K Hold
100
﹤0.01% 370
2020
Q2
$2K Sell
100
-600
-86% -$12K ﹤0.01% 376
2020
Q1
$14K Hold
700
0.01% 275
2019
Q4
$18K Buy
+700
New +$18K 0.02% 245