WealthPLAN 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
2016
Q3
$14.7K Sell
630
-758
-55% -$17.7K ﹤0.01% 537
2016
Q2
$15.6K Buy
+1,388
New +$15.6K ﹤0.01% 1541
2015
Q4
$13.9K Buy
+2,146
New +$13.9K ﹤0.01% 1039
2015
Q2
Sell
-70
Closed -$2K 462
2015
Q1
$2K Buy
+70
New +$2K ﹤0.01% 487