Lynch & Associates’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 | $324K | Sell |
11,972
-175
| -1% | -$4.73K | 0.07% | 111 |
|
|
2025
Q1 | $334K | Buy |
12,147
+835
| +7% | +$22.9K | 0.07% | 105 |
|
|
2024
Q4 | $306K | Sell |
11,312
-192
| -2% | -$5.19K | 0.07% | 108 |
|
|
2024
Q3 | $339K | Buy |
11,504
+433
| +4% | +$12.8K | 0.07% | 105 |
|
|
2024
Q2 | $281K | Buy |
11,071
+599
| +6% | +$15.2K | 0.06% | 111 |
|
|
2024
Q1 | $273K | Buy |
10,472
+1,270
| +14% | +$33.1K | 0.06% | 110 |
|
|
2023
Q4 | $245K | Buy |
+9,202
| New | +$245K | 0.06% | 111 |
|
|
2022
Q4 | – | Sell |
-8,547
| Closed | -$204K | – | 103 |
|
|
2022
Q3 | $204K | Buy |
8,547
+572
| +7% | +$13.7K | 0.06% | 101 |
|
|
2022
Q2 | $217K | Sell |
7,975
-7
| -0.1% | -$190 | 0.06% | 96 |
|
|
2022
Q1 | $259K | Buy |
7,982
+320
| +4% | +$10.4K | 0.06% | 96 |
|
|
2021
Q4 | $266K | Buy |
7,662
+728
| +10% | +$25.3K | 0.06% | 97 |
|
|
2021
Q3 | $211K | Buy |
+6,934
| New | +$211K | 0.05% | 98 |
|