J.P. Morgan Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $238K | Sell |
10,479
-3,307
| -24% | -$75.2K | ﹤0.01% | 1573 |
|
|
2023
Q2 | $346K | Sell |
13,786
-38,109
| -73% | -$956K | ﹤0.01% | 1182 |
|
|
2023
Q1 | $1.29M | Sell |
51,895
-3,029
| -6% | -$75.5K | ﹤0.01% | 1047 |
|
|
2022
Q4 | $1.36M | Buy |
54,924
+379
| +0.7% | +$9.4K | ﹤0.01% | 1003 |
|
|
2022
Q3 | $1.31M | Sell |
54,545
-617
| -1% | -$14.8K | ﹤0.01% | 1016 |
|
|
2022
Q2 | $1.5M | Buy |
55,162
+6,036
| +12% | +$164K | ﹤0.01% | 947 |
|
|
2022
Q1 | $1.59M | Buy |
49,126
+476
| +1% | +$15.4K | ﹤0.01% | 991 |
|
|
2021
Q4 | $1.69M | Buy |
48,650
+57
| +0.1% | +$1.98K | ﹤0.01% | 979 |
|
|
2021
Q3 | $1.48M | Buy |
48,593
+6,270
| +15% | +$191K | ﹤0.01% | 1031 |
|
|
2021
Q2 | $1.29M | Buy |
42,323
+267
| +0.6% | +$8.13K | ﹤0.01% | 1079 |
|
|
2021
Q1 | $1.16M | Sell |
42,056
-104
| -0.2% | -$2.86K | ﹤0.01% | 975 |
|
|
2020
Q4 | $1.07M | Sell |
42,160
-1,939
| -4% | -$49.2K | ﹤0.01% | 984 |
|
|
2020
Q3 | $1.04M | Buy |
44,099
+604
| +1% | +$14.2K | ﹤0.01% | 877 |
|
|
2020
Q2 | $1.02M | Sell |
43,495
-5,502
| -11% | -$129K | ﹤0.01% | 807 |
|
|
2020
Q1 | $1.02M | Buy |
+48,997
| New | +$1.02M | 0.01% | 712 |
|