Mid Atlantic Financial 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
Q3 | $531K | Buy |
17,452
+900
| +5% | +$27.4K | 0.04% | 435 |
|
|
2021
Q2 | $504K | Buy |
16,552
+442
| +3% | +$13.5K | 0.03% | 463 |
|
|
2021
Q1 | $443K | Sell |
16,110
-430
| -3% | -$11.8K | 0.03% | 473 |
|
|
2020
Q4 | $420K | Buy |
16,540
+3,667
| +28% | +$93.1K | 0.03% | 442 |
|
|
2020
Q3 | $317K | Buy |
12,873
+3,784
| +42% | +$93.2K | 0.03% | 498 |
|
|
2020
Q2 | $213K | Sell |
9,089
-32,865
| -78% | -$770K | 0.02% | 615 |
|
|
2020
Q1 | $873K | Sell |
41,954
-7,937
| -16% | -$165K | 0.1% | 185 |
|
|
2019
Q4 | $1.39M | Sell |
49,891
-1,851
| -4% | -$51.6K | 0.13% | 149 |
|
|
2019
Q3 | $1.44M | Buy |
51,742
+7,648
| +17% | +$213K | 0.15% | 124 |
|
|
2019
Q2 | $1.15M | Buy |
44,094
+18,145
| +70% | +$475K | 0.12% | 164 |
|
|
2019
Q1 | $674K | Buy |
25,949
+12,428
| +92% | +$323K | 0.07% | 298 |
|
|
2018
Q4 | $303K | Buy |
+13,521
| New | +$303K | 0.04% | 468 |
|