Blue Barn Wealth’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 | $3.27M | Buy |
120,775
+3,705
| +3% | +$100K | 1.54% | 16 |
|
|
2025
Q1 | $3.22M | Buy |
117,070
+6,453
| +6% | +$177K | 1.68% | 14 |
|
|
2024
Q4 | $2.99M | Buy |
110,617
+6,613
| +6% | +$179K | 1.58% | 14 |
|
|
2024
Q3 | $3.07M | Buy |
104,004
+3,550
| +4% | +$105K | 1.57% | 16 |
|
|
2024
Q2 | $2.55M | Buy |
100,454
+5,268
| +6% | +$134K | 1.42% | 20 |
|
|
2024
Q1 | $2.48M | Buy |
95,186
+3,043
| +3% | +$79.4K | 1.39% | 20 |
|
|
2023
Q4 | $2.46M | Buy |
92,143
+7,104
| +8% | +$189K | 1.46% | 21 |
|
|
2023
Q3 | $1.93M | Buy |
85,039
+8,737
| +11% | +$199K | 1.27% | 23 |
|
|
2023
Q2 | $1.91M | Buy |
76,302
+11,943
| +19% | +$300K | 1.24% | 23 |
|
|
2023
Q1 | $1.6M | Buy |
64,359
+4,425
| +7% | +$110K | 0.99% | 24 |
|
|
2022
Q4 | $1.49M | Sell |
59,934
-2,009
| -3% | -$49.8K | 0.98% | 26 |
|
|
2022
Q3 | $1.48M | Buy |
61,943
+4,307
| +7% | +$103K | 1.05% | 22 |
|
|
2022
Q2 | $1.57M | Buy |
57,636
+1,196
| +2% | +$32.5K | 1.2% | 21 |
|
|
2022
Q1 | $1.83M | Buy |
56,440
+11,352
| +25% | +$368K | 1.27% | 19 |
|
|
2021
Q4 | $1.57M | Buy |
45,088
+7,777
| +21% | +$270K | 1.06% | 22 |
|
|
2021
Q3 | $1.13M | Buy |
37,311
+3,725
| +11% | +$113K | 0.99% | 23 |
|
|
2021
Q2 | $1.02M | Buy |
+33,586
| New | +$1.02M | 1.05% | 24 |
|