EWM
EPG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-37
| Closed | -$1.1K | – | 428 |
|
|
2024
Q3 | $1.1K | Buy |
+37
| New | +$1.1K | ﹤0.01% | 415 |
|
|
2024
Q2 | – | Sell |
-37
| Closed | -$960 | – | 436 |
|
|
2024
Q1 | $960 | Buy |
37
+1
| +3% | +$26 | ﹤0.01% | 436 |
|
|
2023
Q4 | $909 | Hold |
36
| – | – | ﹤0.01% | 415 |
|
|
2023
Q3 | $822 | Hold |
36
| – | – | ﹤0.01% | 411 |
|
|
2023
Q2 | $898 | Buy |
+36
| New | +$898 | ﹤0.01% | 404 |
|