Tortoise Investment Management’s First Trust Alerian Disruptive Technology Real Estate ETF DTRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-124
| Closed | -$5K | – | 485 |
|
|
2016
Q4 | $5K | Hold |
124
| – | – | ﹤0.01% | 391 |
|
|
2016
Q3 | $6K | Hold |
124
| – | – | ﹤0.01% | 358 |
|
|
2016
Q2 | $6K | Hold |
124
| – | – | ﹤0.01% | 370 |
|
|
2016
Q1 | $5K | Hold |
124
| – | – | ﹤0.01% | 328 |
|
|
2015
Q4 | $5K | Hold |
124
| – | – | ﹤0.01% | 352 |
|
|
2015
Q3 | $5K | Hold |
124
| – | – | ﹤0.01% | 333 |
|
|
2015
Q2 | $5K | Hold |
124
| – | – | ﹤0.01% | 354 |
|
|
2015
Q1 | $6K | Hold |
124
| – | – | ﹤0.01% | 325 |
|
|
2014
Q4 | $5K | Hold |
124
| – | – | ﹤0.01% | 362 |
|
|
2014
Q3 | $5K | Hold |
124
| – | – | ﹤0.01% | 335 |
|
|
2014
Q2 | $5K | Hold |
124
| – | – | ﹤0.01% | 350 |
|
|
2014
Q1 | $5K | Hold |
124
| – | – | ﹤0.01% | 298 |
|
|
2013
Q4 | $5K | Hold |
124
| – | – | ﹤0.01% | 273 |
|
|
2013
Q3 | $5K | Hold |
124
| – | – | ﹤0.01% | 269 |
|
|
2013
Q2 | $5K | Buy |
+124
| New | +$5K | ﹤0.01% | 279 |
|