Transamerica Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $100 | Hold |
4
| – | – | ﹤0.01% | 523 |
|
|
2025
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 469 |
|
|
2024
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 462 |
|
|
2024
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 470 |
|
|
2024
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 441 |
|
|
2024
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 485 |
|
|
2023
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 462 |
|
|
2023
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 490 |
|
|
2023
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 461 |
|
|
2023
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 445 |
|
|
2022
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 503 |
|
|
2022
Q3 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 472 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 668 |
|
|
2020
Q3 | – | Sell |
-2,419
| Closed | -$57K | – | 286 |
|
|
2020
Q2 | $57K | Buy |
+2,419
| New | +$57K | 0.01% | 198 |
|
|
2019
Q3 | – | Sell |
-2,286
| Closed | -$60K | – | 245 |
|
|
2019
Q2 | $60K | Buy |
+2,286
| New | +$60K | 0.01% | 243 |
|
|
2019
Q1 | – | Sell |
-24,468
| Closed | -$548K | – | 222 |
|
|
2018
Q4 | $548K | Buy |
24,468
+7,845
| +47% | +$176K | 0.14% | 98 |
|
|
2018
Q3 | $401K | Buy |
+16,623
| New | +$401K | 0.09% | 142 |
|