Certified Advisory Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-437
| Closed | -$12K | – | 393 |
|
|
2021
Q1 | $12K | Buy |
+437
| New | +$12K | ﹤0.01% | 571 |
|
|
2020
Q2 | $61K | Buy |
2,601
+1,756
| +208% | +$41.2K | 0.02% | 274 |
|
|
2020
Q1 | $18K | Hold |
845
| – | – | 0.01% | 432 |
|
|
2019
Q4 | $24K | Hold |
845
| – | – | 0.01% | 442 |
|
|
2019
Q3 | $24K | Buy |
845
+225
| +36% | +$6.39K | 0.01% | 449 |
|
|
2019
Q2 | $16K | Hold |
620
| – | – | 0.01% | 517 |
|
|
2019
Q1 | $16K | Hold |
620
| – | – | 0.01% | 486 |
|
|
2018
Q4 | $14K | Hold |
620
| – | – | 0.01% | 490 |
|
|
2018
Q3 | $15K | Buy |
620
+1
| +0.2% | +$24 | 0.01% | 504 |
|
|
2018
Q2 | $15K | Hold |
619
| – | – | 0.01% | 477 |
|
|
2018
Q1 | $14K | Buy |
619
+1
| +0.2% | +$23 | 0.01% | 460 |
|
|
2017
Q4 | $15K | Buy |
+618
| New | +$15K | 0.01% | 412 |
|