Kohmann Bosshard Financial Services’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 | $301K | Hold |
11,131
| – | – | 0.03% | 151 |
|
|
2025
Q1 | $306K | Hold |
11,131
| – | – | 0.04% | 160 |
|
|
2024
Q4 | $301K | Buy |
11,131
+2,955
| +36% | +$79.8K | 0.04% | 154 |
|
|
2024
Q3 | $241K | Hold |
8,176
| – | – | 0.03% | 179 |
|
|
2024
Q2 | $207K | Hold |
8,176
| – | – | 0.03% | 184 |
|
|
2024
Q1 | $213K | Hold |
8,176
| – | – | 0.03% | 185 |
|
|
2023
Q4 | $218K | Buy |
+8,176
| New | +$218K | 0.03% | 177 |
|
|
2023
Q3 | – | Sell |
-8,176
| Closed | -$205K | – | 189 |
|
|
2023
Q2 | $205K | Hold |
8,176
| – | – | 0.04% | 168 |
|
|
2023
Q1 | $204K | Hold |
8,176
| – | – | 0.04% | 158 |
|
|
2022
Q4 | $203K | Buy |
+8,176
| New | +$203K | 0.04% | 151 |
|
|
2022
Q3 | – | Sell |
-30,471
| Closed | -$828K | – | 143 |
|
|
2022
Q2 | $828K | Buy |
30,471
+22,295
| +273% | +$606K | 0.18% | 61 |
|
|
2022
Q1 | $265K | Buy |
+8,176
| New | +$265K | 0.05% | 110 |
|