CWM
Cedar Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-17,594
| Closed | -$519K | – | 212 |
|
|
2024
Q3 | $519K | Buy |
17,594
+16,563
| +1,606% | +$488K | 0.16% | 65 |
|
|
2024
Q2 | $26.1K | Sell |
1,031
-32,291
| -97% | -$818K | 0.01% | 191 |
|
|
2024
Q1 | $869K | Sell |
33,322
-825
| -2% | -$21.5K | 0.29% | 44 |
|
|
2023
Q4 | $910K | Sell |
34,147
-2,996
| -8% | -$79.8K | 0.33% | 41 |
|
|
2023
Q3 | $845K | Buy |
37,143
+5,691
| +18% | +$129K | 0.33% | 41 |
|
|
2023
Q2 | $789K | Buy |
31,452
+405
| +1% | +$10.2K | 0.31% | 44 |
|
|
2023
Q1 | $773K | Buy |
31,047
+2,758
| +10% | +$68.7K | 0.32% | 44 |
|
|
2022
Q4 | $702K | Buy |
28,289
+4,561
| +19% | +$113K | 0.35% | 43 |
|
|
2022
Q3 | $568K | Buy |
23,728
+2,647
| +13% | +$63.4K | 0.28% | 60 |
|
|
2022
Q2 | $573K | Sell |
21,081
-517
| -2% | -$14.1K | 0.26% | 57 |
|
|
2022
Q1 | $700K | Sell |
21,598
-3,836
| -15% | -$124K | 0.28% | 53 |
|
|
2021
Q4 | $883K | Buy |
25,434
+162
| +0.6% | +$5.62K | 0.36% | 54 |
|
|
2021
Q3 | $768K | Buy |
25,272
+544
| +2% | +$16.5K | 0.34% | 58 |
|
|
2021
Q2 | $752K | Sell |
24,728
-239
| -1% | -$7.27K | 0.34% | 58 |
|
|
2021
Q1 | $686K | Buy |
24,967
+598
| +2% | +$16.4K | 0.34% | 53 |
|
|
2020
Q4 | $618K | Buy |
24,369
+1,428
| +6% | +$36.2K | 0.33% | 52 |
|
|
2020
Q3 | $539K | Sell |
22,941
-1,031
| -4% | -$24.2K | 0.34% | 48 |
|
|
2020
Q2 | $560K | Sell |
23,972
-2,089
| -8% | -$48.8K | 0.38% | 43 |
|
|
2020
Q1 | $542K | Buy |
26,061
+9,552
| +58% | +$199K | 0.37% | 30 |
|
|
2019
Q4 | $460K | Buy |
16,509
+7,414
| +82% | +$207K | 0.27% | 41 |
|
|
2019
Q3 | $254K | Buy |
9,095
+3,042
| +50% | +$85K | 0.17% | 58 |
|
|
2019
Q2 | $158K | Buy |
6,053
+1,866
| +45% | +$48.7K | 0.1% | 72 |
|
|
2019
Q1 | $109K | Buy |
4,187
+4,020
| +2,407% | +$105K | 0.07% | 85 |
|
|
2018
Q4 | $4K | Buy |
167
+135
| +422% | +$3.23K | ﹤0.01% | 145 |
|
|
2018
Q3 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 167 |
|