StoneX 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-15,850
| Closed | -$369K | – | 214 |
|
2017
Q4 | $369K | Buy |
15,850
+1,593
| +11% | +$37.1K | 0.39% | 98 |
|
2017
Q3 | $332K | Sell |
14,257
-12,148
| -46% | -$283K | 0.41% | 102 |
|
2017
Q2 | $613K | Buy |
+26,405
| New | +$613K | 0.19% | 179 |
|
2017
Q1 | – | Sell |
-19,321
| Closed | -$446K | – | 65 |
|
2016
Q4 | $446K | Buy |
19,321
+2,303
| +14% | +$53.2K | 0.78% | 57 |
|
2016
Q3 | $412K | Buy |
+17,018
| New | +$412K | 0.92% | 48 |
|