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Townsend & Associates’s First Trust S&P REIT Index Fund FRI Stock Holding History

Townsend & Associates’s Portfolio FRI Stock Details FRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-13,890
Closed -$346K – 77
2019
Q1 		$346K Buy
13,890
+601
+5% +$15K 0.35% 68
2018
Q4 		$287K Buy
13,289
+3,435
+35% +$74.2K 0.33% 68
2018
Q3 		$230K Buy
+9,854
New +$230K 0.23% 72