Investmark Advisory Group’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 | $517K | Sell |
19,127
-165
| -0.9% | -$4.46K | 0.24% | 72 |
|
|
2025
Q1 | $530K | Buy |
19,292
+1,340
| +7% | +$36.8K | 0.26% | 63 |
|
|
2024
Q4 | $485K | Buy |
17,952
+1,782
| +11% | +$48.2K | 0.24% | 69 |
|
|
2024
Q3 | $477K | Buy |
16,170
+350
| +2% | +$10.3K | 0.23% | 74 |
|
|
2024
Q2 | $401K | Sell |
15,820
-6
| -0% | -$152 | 0.21% | 76 |
|
|
2024
Q1 | $413K | Buy |
15,826
+1,614
| +11% | +$42.1K | 0.23% | 76 |
|
|
2023
Q4 | $379K | Sell |
14,212
-3,926
| -22% | -$105K | 0.22% | 79 |
|
|
2023
Q3 | $413K | Buy |
18,138
+491
| +3% | +$11.2K | 0.28% | 65 |
|
|
2023
Q2 | $443K | Buy |
17,647
+2,138
| +14% | +$53.6K | 0.3% | 62 |
|
|
2023
Q1 | $386K | Buy |
15,509
+1,072
| +7% | +$26.7K | 0.28% | 63 |
|
|
2022
Q4 | $358K | Buy |
14,437
+350
| +2% | +$8.68K | 0.27% | 70 |
|
|
2022
Q3 | $336K | Buy |
14,087
+2,702
| +24% | +$64.4K | 0.3% | 61 |
|
|
2022
Q2 | $309K | Buy |
11,385
+2,127
| +23% | +$57.7K | 0.31% | 52 |
|
|
2022
Q1 | $299K | Buy |
9,258
+1,024
| +12% | +$33.1K | 0.31% | 60 |
|
|
2021
Q4 | $285K | Buy |
+8,234
| New | +$285K | 0.27% | 63 |
|