WWM
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Western Wealth Management’s First Trust S&P REIT Index Fund FRI Stock Holding History

Western Wealth Management’s Portfolio FRI Stock Details FRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-9,750
Closed -$225K – 662
2022
Q3 		$225K Hold
9,750
– – 0.01% 715
2022
Q2 		$250K Hold
9,750
– – 0.01% 669
2022
Q1 		$304K Buy
+9,750
New +$304K 0.01% 667