Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-265
| Closed | -$7K | – | 916 |
|
|
2021
Q1 | $7K | Hold |
265
| – | – | ﹤0.01% | 1368 |
|
|
2020
Q4 | $6K | Hold |
265
| – | – | ﹤0.01% | 1300 |
|
|
2020
Q3 | $6K | Hold |
265
| – | – | ﹤0.01% | 1166 |
|
|
2020
Q2 | $6K | Hold |
265
| – | – | ﹤0.01% | 1374 |
|
|
2020
Q1 | $6K | Hold |
265
| – | – | ﹤0.01% | 1198 |
|
|
2019
Q4 | $7K | Hold |
265
| – | – | ﹤0.01% | 1182 |
|
|
2019
Q3 | $7K | Hold |
265
| – | – | ﹤0.01% | 1098 |
|
|
2019
Q2 | $7K | Hold |
265
| – | – | ﹤0.01% | 1108 |
|
|
2019
Q1 | $7K | Hold |
265
| – | – | ﹤0.01% | 1045 |
|
|
2018
Q4 | $6K | Hold |
265
| – | – | ﹤0.01% | 1002 |
|
|
2018
Q3 | $6K | Hold |
265
| – | – | ﹤0.01% | 1112 |
|
|
2018
Q2 | $6K | Buy |
+265
| New | +$6K | ﹤0.01% | 1075 |
|