WFG Advisors’s First Trust Alerian Disruptive Technology Real Estate ETF DTRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $31K | Hold |
700
| – | – | 0.01% | 827 |
|
|
2017
Q1 | $30K | Hold |
700
| – | – | 0.01% | 795 |
|
|
2016
Q4 | $30K | Buy |
700
+400
| +133% | +$17.1K | 0.01% | 839 |
|
|
2016
Q3 | $14K | Hold |
300
| – | – | ﹤0.01% | 1028 |
|
|
2016
Q2 | $14K | Hold |
300
| – | – | ﹤0.01% | 994 |
|
|
2016
Q1 | $13K | Hold |
300
| – | – | ﹤0.01% | 979 |
|
|
2015
Q4 | $13K | Hold |
300
| – | – | ﹤0.01% | 1010 |
|
|
2015
Q3 | $12K | Buy |
300
+100
| +50% | +$4K | ﹤0.01% | 1041 |
|
|
2015
Q2 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 1236 |
|