Wealthcare Advisory Partners’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 |
-600
| Closed | -$15K | – | 1008 |
|
|
2021
Q1 | $15K | Buy |
+600
| New | +$15K | ﹤0.01% | 1313 |
|
|
2020
Q2 | – | Sell |
-2,081
| Closed | -$39K | – | 698 |
|
|
2020
Q1 | $39K | Buy |
2,081
+450
| +28% | +$8.43K | 0.01% | 559 |
|
|
2019
Q4 | $43K | Hold |
1,631
| – | – | 0.01% | 580 |
|
|
2019
Q3 | $43K | Buy |
+1,631
| New | +$43K | 0.01% | 565 |
|
|
2018
Q1 | – | Sell |
-1,510
| Closed | -$35K | – | 1137 |
|
|
2017
Q4 | $35K | Buy |
+1,510
| New | +$35K | 0.01% | 434 |
|