Atlas Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Sell |
8,039
-9,320
| -54% | -$252K | 0.03% | 391 |
|
|
2025
Q1 | $477K | Buy |
17,359
+6,017
| +53% | +$165K | 0.06% | 271 |
|
|
2024
Q4 | $306K | Sell |
11,342
-12,090
| -52% | -$327K | 0.04% | 322 |
|
|
2024
Q3 | $691K | Buy |
23,432
+9,819
| +72% | +$289K | 0.11% | 167 |
|
|
2024
Q2 | $345K | Sell |
13,613
-1,798
| -12% | -$45.6K | 0.04% | 303 |
|
|
2024
Q1 | $402K | Buy |
15,411
+4,100
| +36% | +$107K | 0.06% | 251 |
|
|
2023
Q4 | $301K | Buy |
11,311
+589
| +5% | +$15.7K | 0.04% | 299 |
|
|
2023
Q3 | $244K | Sell |
10,722
-629
| -6% | -$14.3K | 0.04% | 317 |
|
|
2023
Q2 | $285K | Hold |
11,351
| – | – | 0.04% | 301 |
|
|
2023
Q1 | $283K | Sell |
11,351
-1,893
| -14% | -$47.2K | 0.04% | 297 |
|
|
2022
Q4 | $329K | Sell |
13,244
-5,257
| -28% | -$130K | 0.06% | 247 |
|
|
2022
Q3 | $443K | Sell |
18,501
-11,467
| -38% | -$274K | 0.08% | 202 |
|
|
2022
Q2 | $814K | Buy |
29,968
+15,218
| +103% | +$413K | 0.14% | 130 |
|
|
2022
Q1 | $478K | Sell |
14,750
-2,900
| -16% | -$93.9K | 0.07% | 216 |
|
|
2021
Q4 | $613K | Hold |
17,650
| – | – | 0.09% | 189 |
|
|
2021
Q3 | $537K | Buy |
17,650
+2,667
| +18% | +$81.1K | 0.09% | 192 |
|
|
2021
Q2 | $456K | Buy |
14,983
+2,347
| +19% | +$71.4K | 0.08% | 227 |
|
|
2021
Q1 | $347K | Buy |
12,636
+4,744
| +60% | +$130K | 0.07% | 242 |
|
|
2020
Q4 | $200K | Sell |
7,892
-5,455
| -41% | -$138K | 0.04% | 305 |
|
|
2020
Q3 | $314K | Sell |
13,347
-2,750
| -17% | -$64.6K | 0.07% | 245 |
|
|
2020
Q2 | $376K | Sell |
16,097
-4,532
| -22% | -$106K | 0.09% | 217 |
|
|
2020
Q1 | $429K | Buy |
+20,629
| New | +$429K | 0.13% | 174 |
|