DWM
Darwin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-100
| Closed | -$2.72K | – | 597 |
|
|
2025
Q1 | $2.72K | Hold |
100
| – | – | ﹤0.01% | 491 |
|
|
2024
Q4 | $2.72K | Buy |
+100
| New | +$2.72K | ﹤0.01% | 491 |
|
|
2020
Q2 | – | Sell |
-2,704
| Closed | -$56K | – | 363 |
|
|
2020
Q1 | $56K | Sell |
2,704
-204,218
| -99% | -$4.23M | 0.02% | 224 |
|
|
2019
Q4 | $5.77M | Buy |
206,922
+7,287
| +4% | +$203K | 1.54% | 15 |
|
|
2019
Q3 | $5.57M | Buy |
199,635
+11,652
| +6% | +$325K | 1.65% | 16 |
|
|
2019
Q2 | $4.92M | Sell |
187,983
-52,969
| -22% | -$1.39M | 1.52% | 17 |
|
|
2019
Q1 | $6.26M | Buy |
+240,952
| New | +$6.26M | 2.06% | 9 |
|