Omega Financial Group’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 |
-11,071
| Closed | -$308K | – | 55 |
|
2019
Q4 | $308K | Sell |
11,071
-58
| -0.5% | -$1.61K | 0.2% | 55 |
|
2019
Q3 | $310K | Sell |
11,129
-1,823
| -14% | -$50.8K | 0.22% | 55 |
|
2019
Q2 | $339K | Sell |
12,952
-3
| -0% | -$79 | 0.25% | 54 |
|
2019
Q1 | $336K | Sell |
12,955
-432
| -3% | -$11.2K | 0.25% | 55 |
|
2018
Q4 | $300K | Buy |
+13,387
| New | +$300K | 0.26% | 53 |
|