GWMIA
Global Wealth Management Investment Advisory’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-165
| Closed | -$4K | – | 262 |
|
|
2022
Q2 | $4K | Hold |
165
| – | – | ﹤0.01% | 355 |
|
|
2022
Q1 | $5K | Hold |
165
| – | – | ﹤0.01% | 367 |
|
|
2021
Q4 | $6K | Sell |
165
-825
| -83% | -$30K | ﹤0.01% | 345 |
|
|
2021
Q3 | $30K | Buy |
+990
| New | +$30K | 0.01% | 233 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 657 |
|
|
2019
Q3 | – | Sell |
-100
| Closed | -$3K | – | 666 |
|
|
2019
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 495 |
|