AWM
Accel Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,624
| Closed | -$240K | – | 415 |
|
|
2023
Q1 | $240K | Buy |
9,624
+11
| +0.1% | +$274 | 0.1% | 193 |
|
|
2022
Q4 | $238K | Sell |
9,613
-697
| -7% | -$17.3K | 0.11% | 144 |
|
|
2022
Q3 | $256K | Buy |
10,310
+11
| +0.1% | +$273 | 0.14% | 139 |
|
|
2022
Q2 | $282K | Buy |
10,299
+9
| +0.1% | +$246 | 0.16% | 115 |
|
|
2022
Q1 | $340K | Sell |
10,290
-264
| -3% | -$8.72K | 0.18% | 99 |
|
|
2021
Q4 | $366K | Buy |
10,554
+8
| +0.1% | +$277 | 0.18% | 100 |
|
|
2021
Q3 | $321K | Buy |
10,546
+9
| +0.1% | +$274 | 0.21% | 84 |
|
|
2021
Q2 | $321K | Buy |
10,537
+9
| +0.1% | +$274 | 0.21% | 92 |
|
|
2021
Q1 | $289K | Buy |
10,528
+9
| +0.1% | +$247 | 0.23% | 86 |
|
|
2020
Q4 | $267K | Buy |
+10,519
| New | +$267K | 0.25% | 84 |
|