TCI Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-805
| Closed | -$20.1K | – | 957 |
|
|
2023
Q1 | $20.1K | Hold |
805
| – | – | ﹤0.01% | 702 |
|
|
2022
Q4 | $20K | Buy |
805
+1
| +0.1% | +$25 | ﹤0.01% | 706 |
|
|
2022
Q3 | $19K | Hold |
804
| – | – | ﹤0.01% | 673 |
|
|
2022
Q2 | $22K | Hold |
804
| – | – | ﹤0.01% | 607 |
|
|
2022
Q1 | $26K | Buy |
804
+1
| +0.1% | +$32 | ﹤0.01% | 584 |
|
|
2021
Q4 | $28K | Hold |
803
| – | – | ﹤0.01% | 561 |
|
|
2021
Q3 | $24K | Hold |
803
| – | – | ﹤0.01% | 596 |
|
|
2021
Q2 | $24K | Buy |
803
+1
| +0.1% | +$30 | ﹤0.01% | 541 |
|
|
2021
Q1 | $22K | Hold |
802
| – | – | 0.01% | 528 |
|
|
2020
Q4 | $20K | Hold |
802
| – | – | 0.01% | 471 |
|
|
2020
Q3 | $19K | Buy |
802
+1
| +0.1% | +$24 | 0.01% | 441 |
|
|
2020
Q2 | $19K | Buy |
801
+760
| +1,854% | +$18K | 0.01% | 443 |
|
|
2020
Q1 | $1K | Buy |
41
+1
| +3% | +$24 | ﹤0.01% | 1226 |
|
|
2019
Q4 | $1K | Sell |
40
-221
| -85% | -$5.53K | ﹤0.01% | 1332 |
|
|
2019
Q3 | $7K | Buy |
261
+221
| +553% | +$5.93K | ﹤0.01% | 717 |
|
|
2019
Q2 | $1K | Buy |
40
+1
| +3% | +$25 | ﹤0.01% | 1191 |
|
|
2019
Q1 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 1208 |
|