Riverpoint Wealth Management Holdings’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 | $12.6M | Buy |
467,376
+17,341
| +4% | +$469K | 2.97% | 10 |
|
|
2025
Q1 | $12.4M | Buy |
450,035
+19,293
| +4% | +$530K | 3.19% | 10 |
|
|
2024
Q4 | $11.6M | Buy |
430,742
+3,502
| +0.8% | +$94.6K | 3.04% | 11 |
|
|
2024
Q3 | $12.6M | Buy |
427,240
+19,698
| +5% | +$581K | 3.23% | 9 |
|
|
2024
Q2 | $10.3M | Buy |
407,542
+47,741
| +13% | +$1.21M | 2.87% | 11 |
|
|
2024
Q1 | $9.39M | Buy |
359,801
+8,772
| +2% | +$229K | 2.61% | 12 |
|
|
2023
Q4 | $9.35M | Sell |
351,029
-388,993
| -53% | -$10.4M | 2.75% | 12 |
|
|
2023
Q3 | $16.8M | Buy |
740,022
+782
| +0.1% | +$17.8K | 5.55% | 7 |
|
|
2023
Q2 | $18.5M | Buy |
739,240
+7,633
| +1% | +$192K | 5.88% | 6 |
|
|
2023
Q1 | $18.2M | Buy |
731,607
+43,889
| +6% | +$1.09M | 6.29% | 6 |
|
|
2022
Q4 | $17.1M | Buy |
687,718
+226,378
| +49% | +$5.62M | 6.3% | 6 |
|
|
2022
Q3 | $11M | Sell |
461,340
-91
| -0% | -$2.18K | 4.69% | 8 |
|
|
2022
Q2 | $12.5M | Buy |
461,431
+10,739
| +2% | +$292K | 5.04% | 7 |
|
|
2022
Q1 | $14.6M | Buy |
450,692
+8,422
| +2% | +$273K | 5.05% | 7 |
|
|
2021
Q4 | $15.4M | Buy |
442,270
+23,803
| +6% | +$826K | 5.21% | 7 |
|
|
2021
Q3 | $12.7M | Buy |
418,467
+9,241
| +2% | +$281K | 4.47% | 8 |
|
|
2021
Q2 | $12.5M | Buy |
409,226
+20,470
| +5% | +$623K | 3.44% | 8 |
|
|
2021
Q1 | $10.7M | Buy |
388,756
+85,152
| +28% | +$2.34M | 3.23% | 8 |
|
|
2020
Q4 | $7.71M | Buy |
303,604
+17,003
| +6% | +$432K | 2.43% | 10 |
|
|
2020
Q3 | $6.74M | Buy |
286,601
+9,589
| +3% | +$225K | 2.45% | 10 |
|
|
2020
Q2 | $6.48M | Buy |
277,012
+4,381
| +2% | +$102K | 2.53% | 9 |
|
|
2020
Q1 | $5.67M | Buy |
272,631
+7,387
| +3% | +$154K | 2.77% | 10 |
|
|
2019
Q4 | $7.39M | Buy |
265,244
+9,861
| +4% | +$275K | 2.93% | 8 |
|
|
2019
Q3 | $7.13M | Buy |
255,383
+4,591
| +2% | +$128K | 3.15% | 9 |
|
|
2019
Q2 | $6.57M | Buy |
250,792
+8,530
| +4% | +$223K | 2.99% | 9 |
|
|
2019
Q1 | $6.29M | Buy |
242,262
+3,424
| +1% | +$88.9K | 3.04% | 9 |
|
|
2018
Q4 | $5.35M | Buy |
+238,838
| New | +$5.35M | 2.97% | 9 |
|