MKD Wealth Coaches’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-29,133
| Closed | -$812K | – | 45 |
|
2019
Q4 | $812K | Sell |
29,133
-1,103
| -4% | -$30.7K | 0.69% | 23 |
|
2019
Q3 | $844K | Buy |
30,236
+154
| +0.5% | +$4.3K | 0.88% | 19 |
|
2019
Q2 | $788K | Sell |
30,082
-706
| -2% | -$18.5K | 0.7% | 22 |
|
2019
Q1 | $800K | Buy |
30,788
+474
| +2% | +$12.3K | 0.81% | 20 |
|
2018
Q4 | $679K | Buy |
+30,314
| New | +$679K | 0.8% | 26 |
|