Arkadios Wealth Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-9,133
| Closed | -$248K | – | 541 |
|
|
2022
Q2 | $248K | Sell |
9,133
-571
| -6% | -$15.5K | 0.04% | 447 |
|
|
2022
Q1 | $314K | Sell |
9,704
-2,228
| -19% | -$72.1K | 0.04% | 411 |
|
|
2021
Q4 | $414K | Buy |
11,932
+1,076
| +10% | +$37.3K | 0.05% | 364 |
|
|
2021
Q3 | $330K | Sell |
10,856
-148
| -1% | -$4.5K | 0.05% | 383 |
|
|
2021
Q2 | $334K | Buy |
11,004
+4,832
| +78% | +$147K | 0.04% | 426 |
|
|
2021
Q1 | $169K | Sell |
6,172
-163
| -3% | -$4.46K | 0.03% | 437 |
|
|
2020
Q4 | $160K | Buy |
6,335
+2,277
| +56% | +$57.5K | 0.03% | 360 |
|
|
2020
Q3 | $97.6K | Buy |
+4,058
| New | +$97.6K | 0.05% | 294 |
|