VSR Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $1.05M | Buy |
+42,620
| New | +$1.05M | 0.17% | 159 |
|
|
2015
Q2 | – | Sell |
-82,559
| Closed | -$1.91M | – | 596 |
|
|
2015
Q1 | $1.91M | Buy |
+82,559
| New | +$1.91M | 0.21% | 127 |
|
|
2014
Q4 | – | Sell |
-47,243
| Closed | -$929K | – | 587 |
|
|
2014
Q3 | $929K | Sell |
47,243
-4,207
| -8% | -$82.7K | 0.11% | 205 |
|
|
2014
Q2 | $1.05M | Buy |
+51,450
| New | +$1.05M | 0.13% | 181 |
|
|
2014
Q1 | – | Sell |
-10,828
| Closed | -$190K | – | 591 |
|
|
2013
Q4 | $190K | Buy |
+10,828
| New | +$190K | 0.03% | 523 |
|