GeoWealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.95K | Buy |
+294
| New | +$7.95K | ﹤0.01% | 1128 |
|
|
2025
Q1 | – | Sell |
-1
| Closed | -$21 | – | 1327 |
|
|
2024
Q4 | $21 | Sell |
1
-1
| -50% | -$21 | ﹤0.01% | 1785 |
|
|
2024
Q3 | $44 | Buy |
+2
| New | +$44 | ﹤0.01% | 1682 |
|
|
2022
Q2 | – | Sell |
-3,078
| Closed | -$100K | – | 349 |
|
|
2022
Q1 | $100K | Buy |
+3,078
| New | +$100K | 0.01% | 325 |
|
|
2020
Q3 | – | Sell |
-25,353
| Closed | -$593K | – | 167 |
|
|
2020
Q2 | $593K | Sell |
25,353
-900
| -3% | -$21.1K | 0.25% | 89 |
|
|
2020
Q1 | $546K | Sell |
26,253
-5,149
| -16% | -$107K | 0.39% | 49 |
|
|
2019
Q4 | $875K | Sell |
31,402
-14,921
| -32% | -$416K | 0.47% | 48 |
|
|
2019
Q3 | $1.29M | Buy |
46,323
+36,414
| +367% | +$1.02M | 0.29% | 53 |
|
|
2019
Q2 | $259K | Buy |
+9,909
| New | +$259K | 0.68% | 35 |
|