Cahill Financial 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
Q1 | – | Sell |
-13,310
| Closed | -$462K | – | 224 |
|
|
2021
Q4 | $462K | Sell |
13,310
-1,496
| -10% | -$51.9K | 0.09% | 162 |
|
|
2021
Q3 | $450K | Buy |
14,806
+94
| +0.6% | +$2.86K | 0.09% | 159 |
|
|
2021
Q2 | $448K | Buy |
14,712
+91
| +0.6% | +$2.77K | 0.1% | 152 |
|
|
2021
Q1 | $402K | Sell |
14,621
-3,369
| -19% | -$92.6K | 0.1% | 152 |
|
|
2020
Q4 | $457K | Sell |
17,990
-175
| -1% | -$4.45K | 0.12% | 137 |
|
|
2020
Q3 | $427K | Buy |
18,165
+128
| +0.7% | +$3.01K | 0.15% | 117 |
|
|
2020
Q2 | $422K | Sell |
18,037
-3,852
| -18% | -$90.1K | 0.16% | 114 |
|
|
2020
Q1 | $456K | Sell |
21,889
-107
| -0.5% | -$2.23K | 0.21% | 97 |
|
|
2019
Q4 | $613K | Buy |
21,996
+1,649
| +8% | +$46K | 0.22% | 97 |
|
|
2019
Q3 | $568K | Buy |
20,347
+4,913
| +32% | +$137K | 0.22% | 99 |
|
|
2019
Q2 | $405K | Buy |
15,434
+1,545
| +11% | +$40.5K | 0.16% | 112 |
|
|
2019
Q1 | $361K | Buy |
13,889
+1,152
| +9% | +$29.9K | 0.15% | 115 |
|
|
2018
Q4 | $286K | Buy |
12,737
+3,151
| +33% | +$70.8K | 0.14% | 123 |
|
|
2018
Q3 | $231K | Buy |
9,586
+1,002
| +12% | +$24.1K | 0.1% | 141 |
|
|
2018
Q2 | $211K | Buy |
+8,584
| New | +$211K | 0.1% | 148 |
|