CWG
Cornerstone Wealth Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-93,591
| Closed | -$1.95M | – | 135 |
|
|
2020
Q1 | $1.95M | Buy |
93,591
+16,684
| +22% | +$347K | 0.69% | 47 |
|
|
2019
Q4 | $2.14M | Buy |
76,907
+5,209
| +7% | +$145K | 0.58% | 61 |
|
|
2019
Q3 | $2M | Buy |
71,698
+6,306
| +10% | +$176K | 0.5% | 60 |
|
|
2019
Q2 | $1.71M | Buy |
65,392
+10,932
| +20% | +$286K | 0.46% | 64 |
|
|
2019
Q1 | $1.41M | Buy |
+54,460
| New | +$1.41M | 0.36% | 66 |
|