Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,396
| Closed | -$218K | – | 217 |
|
|
2024
Q3 | $218K | Buy |
+7,396
| New | +$218K | 0.01% | 203 |
|
|
2022
Q3 | – | Sell |
-7,396
| Closed | -$201K | – | 180 |
|
|
2022
Q2 | $201K | Sell |
7,396
-23
| -0.3% | -$625 | 0.01% | 160 |
|
|
2022
Q1 | $240K | Hold |
7,419
| – | – | 0.02% | 183 |
|
|
2021
Q4 | $258K | Buy |
7,419
+1
| +0% | +$35 | 0.02% | 186 |
|
|
2021
Q3 | $226K | Hold |
7,418
| – | – | 0.02% | 190 |
|
|
2021
Q2 | $226K | Hold |
7,418
| – | – | 0.02% | 204 |
|
|
2021
Q1 | $204K | Buy |
+7,418
| New | +$204K | 0.02% | 179 |
|
|
2020
Q1 | – | Sell |
-7,396
| Closed | -$206K | – | 173 |
|
|
2019
Q4 | $206K | Hold |
7,396
| – | – | 0.04% | 170 |
|
|
2019
Q3 | $206K | Sell |
7,396
-696
| -9% | -$19.4K | 0.04% | 163 |
|
|
2019
Q2 | $2.11K | Hold |
8,092
| – | – | 0.04% | 175 |
|
|
2019
Q1 | $210K | Buy |
+8,092
| New | +$210K | 0.04% | 187 |
|