Twin Peaks 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 | $133K | Buy |
+4,953
| New | +$133K | 0.04% | 202 |
|
|
2024
Q4 | – | Sell |
-7,381
| Closed | -$219K | – | 141 |
|
|
2024
Q3 | $219K | Sell |
7,381
-3,589
| -33% | -$106K | 0.1% | 125 |
|
|
2024
Q2 | $282K | Buy |
10,970
+1,400
| +15% | +$35.9K | 0.14% | 102 |
|
|
2024
Q1 | $249K | Sell |
9,570
-300
| -3% | -$7.8K | 0.14% | 112 |
|
|
2023
Q4 | $259K | Buy |
+9,870
| New | +$259K | 0.17% | 103 |
|