BWP
Baldwin Wealth Partners’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
Q4 | – | Sell |
-182
| Closed | -$4.14K | – | 746 |
|
|
2023
Q3 | $4.14K | Buy |
+182
| New | +$4.14K | ﹤0.01% | 641 |
|
|
2021
Q3 | – | Sell |
-279
| Closed | -$8K | – | 651 |
|
|
2021
Q2 | $8K | Hold |
279
| – | – | ﹤0.01% | 546 |
|
|
2021
Q1 | $8K | Buy |
+279
| New | +$8K | ﹤0.01% | 526 |
|