Larson Financial 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 | $390K | Buy |
14,439
+4,202
| +41% | +$114K | 0.02% | 494 |
|
|
2025
Q1 | $281K | Buy |
10,237
+4,825
| +89% | +$133K | 0.01% | 547 |
|
|
2024
Q4 | $146K | Buy |
5,412
+4,155
| +331% | +$112K | 0.01% | 636 |
|
|
2024
Q3 | $37.1K | Buy |
1,257
+1,201
| +2,145% | +$35.4K | ﹤0.01% | 984 |
|
|
2024
Q2 | $1.42K | Hold |
56
| – | – | ﹤0.01% | 1642 |
|
|
2024
Q1 | $1.46K | Sell |
56
-218
| -80% | -$5.69K | ﹤0.01% | 1397 |
|
|
2023
Q4 | $7.3K | Sell |
274
-1,456
| -84% | -$38.8K | ﹤0.01% | 1094 |
|
|
2023
Q3 | $39.4K | Hold |
1,730
| – | – | ﹤0.01% | 675 |
|
|
2023
Q2 | $43.4K | Hold |
1,730
| – | – | ﹤0.01% | 585 |
|
|
2023
Q1 | $43.1K | Buy |
1,730
+152
| +10% | +$3.79K | ﹤0.01% | 587 |
|
|
2022
Q4 | $39.2K | Buy |
1,578
+174
| +12% | +$4.32K | ﹤0.01% | 567 |
|
|
2022
Q3 | $34K | Hold |
1,404
| – | – | ﹤0.01% | 530 |
|
|
2022
Q2 | $38K | Hold |
1,404
| – | – | 0.01% | 422 |
|
|
2022
Q1 | $45K | Buy |
1,404
+626
| +80% | +$20.1K | 0.01% | 396 |
|
|
2021
Q4 | $27K | Buy |
+778
| New | +$27K | ﹤0.01% | 484 |
|