Clearstead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.17K | Hold |
302
| – | – | ﹤0.01% | 1951 |
|
|
2025
Q1 | $8.3K | Hold |
302
| – | – | ﹤0.01% | 1655 |
|
|
2024
Q4 | $8.16K | Sell |
302
-87
| -22% | -$2.35K | ﹤0.01% | 1625 |
|
|
2024
Q3 | $11.5K | Hold |
389
| – | – | ﹤0.01% | 1555 |
|
|
2024
Q2 | $9.86K | Hold |
389
| – | – | ﹤0.01% | 1550 |
|
|
2024
Q1 | $9.75K | Hold |
389
| – | – | ﹤0.01% | 1058 |
|
|
2023
Q4 | $10.4K | Sell |
389
-389
| -50% | -$10.4K | ﹤0.01% | 1053 |
|
|
2023
Q3 | $17.7K | Buy |
778
+389
| +100% | +$8.85K | ﹤0.01% | 1040 |
|
|
2023
Q2 | $9.76K | Hold |
389
| – | – | ﹤0.01% | 990 |
|
|
2023
Q1 | $9.69K | Hold |
389
| – | – | ﹤0.01% | 953 |
|
|
2022
Q4 | $9.65K | Hold |
389
| – | – | ﹤0.01% | 905 |
|
|
2022
Q3 | $9K | Hold |
389
| – | – | ﹤0.01% | 901 |
|
|
2022
Q2 | $11K | Hold |
389
| – | – | ﹤0.01% | 910 |
|
|
2022
Q1 | $13K | Hold |
389
| – | – | ﹤0.01% | 947 |
|
|
2021
Q4 | $14K | Buy |
389
+302
| +347% | +$10.9K | ﹤0.01% | 879 |
|
|
2021
Q3 | $3K | Hold |
87
| – | – | ﹤0.01% | 1080 |
|
|
2021
Q2 | $3K | Hold |
87
| – | – | ﹤0.01% | 964 |
|
|
2021
Q1 | $2K | Hold |
87
| – | – | ﹤0.01% | 961 |
|
|
2020
Q4 | $2K | Hold |
87
| – | – | ﹤0.01% | 887 |
|
|
2020
Q3 | $2K | Hold |
87
| – | – | ﹤0.01% | 813 |
|
|
2020
Q2 | $2K | Hold |
87
| – | – | ﹤0.01% | 737 |
|
|
2020
Q1 | $2K | Buy |
+87
| New | +$2K | ﹤0.01% | 720 |
|