RWA Wealth Partners’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 |
-109,779
| Closed | -$3.24M | – | 570 |
|
|
2024
Q3 | $3.24M | Buy |
+109,779
| New | +$3.24M | 0.04% | 204 |
|
|
2024
Q1 | – | Sell |
-51,677
| Closed | -$1.38M | – | 543 |
|
|
2023
Q4 | $1.38M | Buy |
+51,677
| New | +$1.38M | 0.02% | 260 |
|
|
2021
Q3 | – | Sell |
-194,242
| Closed | -$5.91M | – | 243 |
|
|
2021
Q2 | $5.91M | Buy |
+194,242
| New | +$5.91M | 0.44% | 68 |
|
|
2018
Q1 | – | Sell |
-515,017
| Closed | -$12.7M | – | 594 |
|
|
2017
Q4 | $12.7M | Buy |
515,017
+91,486
| +22% | +$2.26M | 1.43% | 12 |
|
|
2017
Q3 | $10.3M | Buy |
423,531
+9,993
| +2% | +$242K | 1.16% | 14 |
|
|
2017
Q2 | $10M | Buy |
+413,538
| New | +$10M | 1.23% | 19 |
|