Insight Wealth Strategies’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
Q2 | – | Sell |
-26,406
| Closed | -$855K | – | 150 |
|
|
2022
Q1 | $855K | Buy |
26,406
+150
| +0.6% | +$4.86K | 0.13% | 111 |
|
|
2021
Q4 | $912K | Sell |
26,256
-2,723
| -9% | -$94.6K | 0.13% | 103 |
|
|
2021
Q3 | $881K | Sell |
28,979
-1,022
| -3% | -$31.1K | 0.12% | 113 |
|
|
2021
Q2 | $913K | Buy |
+30,001
| New | +$913K | 0.13% | 109 |
|
|
2020
Q4 | – | Sell |
-9,229
| Closed | -$217K | – | 223 |
|
|
2020
Q3 | $217K | Buy |
9,229
+70
| +0.8% | +$1.65K | 0.04% | 188 |
|
|
2020
Q2 | $214K | Sell |
9,159
-8,253
| -47% | -$193K | 0.05% | 158 |
|
|
2020
Q1 | $362K | Sell |
17,412
-50,375
| -74% | -$1.05M | 0.1% | 101 |
|
|
2019
Q4 | $1.89M | Buy |
67,787
+40,614
| +149% | +$1.13M | 0.4% | 51 |
|
|
2019
Q3 | $758K | Sell |
27,173
-22,584
| -45% | -$630K | 0.18% | 87 |
|
|
2019
Q2 | $1.3M | Buy |
+49,757
| New | +$1.3M | 0.32% | 54 |
|