Liberty Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-54
| Closed | -$2K | – | 500 |
|
|
2021
Q3 | $2K | Hold |
54
| – | – | ﹤0.01% | 1049 |
|
|
2021
Q2 | $2K | Sell |
54
-1,181
| -96% | -$43.7K | ﹤0.01% | 917 |
|
|
2021
Q1 | $32K | Hold |
1,235
| – | – | 0.02% | 371 |
|
|
2020
Q4 | $32K | Sell |
1,235
-328
| -21% | -$8.5K | 0.02% | 368 |
|
|
2020
Q3 | $37K | Sell |
1,563
-1,585
| -50% | -$37.5K | 0.02% | 279 |
|
|
2020
Q2 | $74K | Buy |
3,148
+3
| +0.1% | +$71 | 0.05% | 175 |
|
|
2020
Q1 | $65K | Buy |
3,145
+6
| +0.2% | +$124 | 0.06% | 186 |
|
|
2019
Q4 | $87K | Buy |
3,139
+1,236
| +65% | +$34.3K | 0.07% | 176 |
|
|
2019
Q3 | $53K | Buy |
1,903
+2
| +0.1% | +$56 | 0.05% | 220 |
|
|
2019
Q2 | $50K | Buy |
1,901
+3
| +0.2% | +$79 | 0.04% | 246 |
|
|
2019
Q1 | $49K | Buy |
1,898
+3
| +0.2% | +$77 | 0.04% | 205 |
|
|
2018
Q4 | $42K | Buy |
+1,895
| New | +$42K | 0.03% | 209 |
|