IA
IFS Advisors’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
Q1 | – | Sell |
-18,674
| Closed | -$648K | – | 117 |
|
2021
Q4 | $648K | Sell |
18,674
-634
| -3% | -$22K | 0.46% | 18 |
|
2021
Q3 | $586K | Sell |
19,308
-540
| -3% | -$16.4K | 0.38% | 20 |
|
2021
Q2 | $603K | Sell |
19,848
-1,024
| -5% | -$31.1K | 0.4% | 21 |
|
2021
Q1 | $573K | Sell |
20,872
-1,656
| -7% | -$45.5K | 0.45% | 18 |
|
2020
Q4 | $571K | Buy |
+22,528
| New | +$571K | 0.44% | 15 |
|