Stratos Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Sell |
8,547
-1,739
| -17% | -$47K | 0.01% | 600 |
|
|
2025
Q1 | $283K | Buy |
10,286
+32
| +0.3% | +$880 | 0.02% | 562 |
|
|
2024
Q4 | $281K | Buy |
10,254
+118
| +1% | +$3.23K | 0.01% | 596 |
|
|
2024
Q3 | $300K | Buy |
10,136
+25
| +0.2% | +$741 | 0.01% | 606 |
|
|
2024
Q2 | $260K | Sell |
10,111
-117
| -1% | -$3K | 0.01% | 607 |
|
|
2024
Q1 | $266K | Buy |
10,228
+1,256
| +14% | +$32.7K | 0.02% | 569 |
|
|
2023
Q4 | $235K | Buy |
+8,972
| New | +$235K | 0.01% | 612 |
|