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Idaho Trust Bank’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Idaho Trust Bank’s Portfolio FREL Stock Details FREL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,694
Closed -$227K – 96
2024
Q1 		$227K Buy
+8,694
New +$224K 0.22% 86

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Idaho Trust Bank's FREL Position: Q2 2024 in Review

Idaho Trust Bank sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2024, closing a stake of 8,694 shares — an estimated $227K sold.

Idaho Trust Bank first reported a position in FREL in Q1 2024 and held it in 1 quarter. The position peaked at $227K in Q1 2024. 199 funds tracked by Wall St. Rank hold FREL as of Q2 2024.

  • Idaho Trust Bank reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2024 after selling out during the quarter.
  • Idaho Trust Bank sold 8,694 Fidelity MSCI Real Estate Index ETF shares in Q2 2024, an estimated $227K.
  • Idaho Trust Bank first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2024 and held it in 1 quarter.
  • Idaho Trust Bank's Fidelity MSCI Real Estate Index ETF position peaked at $227K in Q1 2024.
  • 199 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2024.

Based on Idaho Trust Bank's 13F filing for Q2 2024, filed 8 Aug 2024.