Grand Wealth 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 | $209K | Buy |
+7,731
| New | +$209K | 0.11% | 41 |
|
|
2024
Q4 | – | Sell |
-8,530
| Closed | -$251K | – | 67 |
|
|
2024
Q3 | $251K | Sell |
8,530
-1,628
| -16% | -$48K | 0.14% | 30 |
|
|
2024
Q2 | $257K | Sell |
10,158
-4,784
| -32% | -$121K | 0.15% | 30 |
|
|
2024
Q1 | $390K | Buy |
14,942
+1,326
| +10% | +$34.6K | 0.19% | 33 |
|
|
2023
Q4 | $363K | Sell |
13,616
-2,581
| -16% | -$68.8K | 0.2% | 31 |
|
|
2023
Q3 | $368K | Buy |
16,197
+3,840
| +31% | +$87.4K | 0.23% | 32 |
|
|
2023
Q2 | $310K | Buy |
+12,357
| New | +$310K | 0.18% | 32 |
|
|
2022
Q4 | – | Sell |
-13,319
| Closed | -$319K | – | 60 |
|
|
2022
Q3 | $319K | Sell |
13,319
-1,929
| -13% | -$46.2K | 0.17% | 35 |
|
|
2022
Q2 | $414K | Sell |
15,248
-5,983
| -28% | -$162K | 0.21% | 32 |
|
|
2022
Q1 | $688K | Sell |
21,231
-213
| -1% | -$6.9K | 0.32% | 25 |
|
|
2021
Q4 | $745K | Buy |
+21,444
| New | +$745K | 0.33% | 23 |
|