Fidelity Investments’s First Trust S&P REIT Index Fund FRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7K | Sell |
581
-239
| -29% | -$6.47K | ﹤0.01% | 4373 |
|
|
2025
Q1 | $22.6K | Buy |
+820
| New | +$22.6K | ﹤0.01% | 4181 |
|
|
2024
Q4 | – | Sell |
-285
| Closed | -$8.45K | – | 5646 |
|
|
2024
Q3 | $8.45K | Buy |
+285
| New | +$8.45K | ﹤0.01% | 4474 |
|
|
2022
Q4 | – | Sell |
-207
| Closed | -$4K | – | 5437 |
|
|
2022
Q3 | $4K | Buy |
207
+57
| +38% | +$1.1K | ﹤0.01% | 4384 |
|
|
2022
Q2 | $4K | Sell |
150
-665
| -82% | -$17.7K | ﹤0.01% | 4370 |
|
|
2022
Q1 | $25K | Buy |
815
+515
| +172% | +$15.8K | ﹤0.01% | 3925 |
|
|
2021
Q4 | $10K | Buy |
+300
| New | +$10K | ﹤0.01% | 3636 |
|
|
2020
Q2 | – | Sell |
-64
| Closed | -$1K | – | 3783 |
|
|
2020
Q1 | $1K | Buy |
+64
| New | +$1K | ﹤0.01% | 3485 |
|