LPAM
Lodestar Private Asset Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Buy |
71,751
+2,455
| +4% | +$66.4K | 0.22% | 70 |
|
|
2025
Q1 | $1.9M | Buy |
69,296
+2,950
| +4% | +$81K | 0.24% | 72 |
|
|
2024
Q4 | $1.79M | Buy |
66,346
+834
| +1% | +$22.5K | 0.22% | 77 |
|
|
2024
Q3 | $1.93M | Buy |
65,512
+2,579
| +4% | +$76K | 0.25% | 75 |
|
|
2024
Q2 | $1.59M | Buy |
62,933
+1,849
| +3% | +$46.9K | 0.22% | 82 |
|
|
2024
Q1 | $1.59M | Buy |
61,084
+3,560
| +6% | +$92.9K | 0.23% | 80 |
|
|
2023
Q4 | $1.53M | Buy |
57,524
+2,620
| +5% | +$69.8K | 0.24% | 80 |
|
|
2023
Q3 | $1.25M | Buy |
54,904
+1,959
| +4% | +$44.6K | 0.21% | 79 |
|
|
2023
Q2 | $1.33M | Sell |
52,945
-3,975
| -7% | -$99.7K | 0.22% | 76 |
|
|
2023
Q1 | $1.42M | Sell |
56,920
-158
| -0.3% | -$3.94K | 0.25% | 74 |
|
|
2022
Q4 | $1.42M | Buy |
+57,078
| New | +$1.42M | 0.27% | 74 |
|