Capital Directions Investment 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-611
| Closed | -$14K | – | 98 |
|
2018
Q4 | $14K | Hold |
611
| – | – | ﹤0.01% | 87 |
|
2018
Q3 | $15K | Sell |
611
-1,078
| -64% | -$26.5K | ﹤0.01% | 122 |
|
2018
Q2 | $41K | Hold |
1,689
| – | – | 0.02% | 80 |
|
2018
Q1 | $39K | Buy |
+1,689
| New | +$39K | 0.01% | 77 |
|
2017
Q4 | – | Sell |
-2,445
| Closed | -$59K | – | 98 |
|
2017
Q3 | $59K | Buy |
+2,445
| New | +$59K | 0.02% | 68 |
|