Glass Jacobson Investment Advisors’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 | $1.05M | Buy |
38,756
+902
| +2% | +$24.4K | 0.4% | 75 |
|
|
2025
Q1 | $1.02M | Hold |
37,854
| – | – | 0.34% | 90 |
|
|
2024
Q4 | $1.02M | Sell |
37,854
-41
| -0.1% | -$1.11K | 0.34% | 90 |
|
|
2024
Q3 | $1.12M | Buy |
37,895
+98
| +0.3% | +$2.89K | 0.37% | 86 |
|
|
2024
Q2 | $958K | Sell |
37,797
-704
| -2% | -$17.8K | 0.35% | 90 |
|
|
2024
Q1 | $1M | Buy |
38,501
+1,789
| +5% | +$46.7K | 0.38% | 84 |
|
|
2023
Q4 | $978K | Buy |
36,712
+5,052
| +16% | +$135K | 0.4% | 80 |
|
|
2023
Q3 | $720K | Buy |
31,660
+728
| +2% | +$16.6K | 0.33% | 91 |
|
|
2023
Q2 | $776K | Buy |
+30,932
| New | +$776K | 0.36% | 85 |
|
|
2022
Q4 | $749K | Buy |
+30,197
| New | +$749K | 0.37% | 82 |
|