Financial Partners Group (Kansas)’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-223,301
| Closed | -$5.8M | – | 79 |
|
|
2019
Q1 | $5.8M | Sell |
223,301
-10,804
| -5% | -$281K | 3.14% | 12 |
|
|
2018
Q4 | $5.24M | Sell |
234,105
-34,518
| -13% | -$773K | 3.41% | 11 |
|
|
2018
Q3 | $6.47M | Sell |
268,623
-12,108
| -4% | -$291K | 4.21% | 8 |
|
|
2018
Q2 | $6.89M | Buy |
280,731
+44,631
| +19% | +$1.1M | 5.05% | 6 |
|
|
2018
Q1 | $5.4M | Buy |
236,100
+41,883
| +22% | +$958K | 4.24% | 7 |
|
|
2017
Q4 | $4.8M | Buy |
+194,217
| New | +$4.8M | 3.78% | 10 |
|