United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-10,505
| Closed | -$220K | – | 1174 |
|
|
2020
Q2 | $220K | Sell |
10,505
-170
| -2% | -$3.56K | ﹤0.01% | 1069 |
|
|
2020
Q1 | $202K | Hold |
10,675
| – | – | ﹤0.01% | 1065 |
|
|
2019
Q4 | $279K | Hold |
10,675
| – | – | ﹤0.01% | 1151 |
|
|
2019
Q3 | $284K | Sell |
10,675
-5,680
| -35% | -$151K | ﹤0.01% | 1083 |
|
|
2019
Q2 | $408K | Sell |
16,355
-2,535
| -13% | -$63.2K | ﹤0.01% | 1093 |
|
|
2019
Q1 | $470K | Buy |
+18,890
| New | +$470K | ﹤0.01% | 986 |
|