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Concord Wealth Partners’s Fidelity Real Estate Investment ETF FPRO Stock Holding History

Concord Wealth Partners’s Portfolio FPRO Stock Details FPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-50
Closed -$1.03K – 1054
2023
Q1 		$1.03K Buy
+50
New +$1.05K ﹤0.01% 892

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Concord Wealth Partners's FPRO Position: Q2 2023 in Review

Concord Wealth Partners sold out of Fidelity Real Estate Investment ETF (FPRO) in Q2 2023, closing a stake of 50 shares — an estimated $1.03K sold.

Concord Wealth Partners first reported a position in FPRO in Q1 2023 and held it in 1 quarter. The position peaked at $1.03K in Q1 2023. 5 funds tracked by Wall St. Rank hold FPRO as of Q2 2023.

  • Concord Wealth Partners reported no remaining Fidelity Real Estate Investment ETF position as of Q2 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 50 Fidelity Real Estate Investment ETF shares in Q2 2023, an estimated $1.03K.
  • Concord Wealth Partners first reported a position in Fidelity Real Estate Investment ETF in Q1 2023 and held it in 1 quarter.
  • Concord Wealth Partners's Fidelity Real Estate Investment ETF position peaked at $1.03K in Q1 2023.
  • 5 funds tracked by Wall St. Rank held Fidelity Real Estate Investment ETF as of Q2 2023.

Based on Concord Wealth Partners's 13F filing for Q2 2023, filed 8 Aug 2023.