Life Planning Partners’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 | $1.14M | Sell |
42,277
-598
| -1% | -$16.2K | 0.91% | 30 |
|
|
2025
Q1 | $1.18M | Buy |
42,875
+18
| +0% | +$494 | 1.07% | 24 |
|
|
2024
Q4 | $1.16M | Buy |
42,857
+32
| +0.1% | +$865 | 1.07% | 23 |
|
|
2024
Q3 | $1.26M | Buy |
42,825
+221
| +0.5% | +$6.52K | 1.13% | 21 |
|
|
2024
Q2 | $1.08M | Buy |
42,604
+218
| +0.5% | +$5.52K | 0.98% | 24 |
|
|
2024
Q1 | $1.11M | Buy |
42,386
+2,875
| +7% | +$75K | 1.1% | 24 |
|
|
2023
Q4 | $1.05M | Buy |
+39,511
| New | +$1.05M | 1.04% | 24 |
|
|
2022
Q3 | $1.11M | Sell |
46,302
-618
| -1% | -$14.8K | 1.27% | 21 |
|
|
2022
Q2 | $1.28M | Buy |
46,920
+10
| +0% | +$272 | 1.44% | 19 |
|
|
2022
Q1 | $1.52M | Sell |
46,910
-858
| -2% | -$27.8K | 1.55% | 19 |
|
|
2021
Q4 | $1.66M | Buy |
+47,768
| New | +$1.66M | 1.67% | 17 |
|