BerganKDV Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $42.7K | Sell |
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|
2023
Q1 | $97.5K | Hold |
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|
2022
Q4 | $97.1K | Sell |
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|
2022
Q3 | $105K | Sell |
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|
2022
Q2 | $172K | Buy |
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|
2022
Q1 | $205K | Sell |
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|
2021
Q4 | $242K | Sell |
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|
2021
Q3 | $246K | Sell |
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|
2021
Q2 | $3.06M | Buy |
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|
2021
Q1 | $2.72M | Buy |
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|
2020
Q4 | $2.37M | Buy |
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|
2020
Q3 | $2.11M | Buy |
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|
2020
Q2 | $1.88M | Buy |
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|
2020
Q1 | $1.4M | Buy |
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|
2019
Q4 | $824K | Buy |
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|
2019
Q3 | $812K | Buy |
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|
2019
Q2 | $750K | Sell |
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|
2019
Q1 | $757K | Buy |
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|
2018
Q4 | $483K | Buy |
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|
2018
Q3 | $475K | Buy |
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|
2018
Q2 | $275K | Buy |
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