AllSquare Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

AllSquare Wealth Management’s Portfolio FREL Stock Details FREL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-314	Closed	-$7K	–	490
2018 Q1	$7K	Hold	314	–	–	0.01%	301
2017 Q4	$8K	Hold	314	–	–	0.01%	292
2017 Q3	$8K	Buy	+314	New	+$7.66K	0.01%	276
2017 Q2	–	Sell	-314	Closed	-$7K	–	241
2017 Q1	$7K	Hold	314	–	–	0.01%	278
2016 Q4	$7K	Hold	314	–	–	0.01%	252
2016 Q3	$8K	Hold	314	–	–	0.01%	225
2016 Q2	$8K	Hold	314	–	–	0.01%	215
2016 Q1	$7K	Buy	+314	New	+$6.86K	0.01%	224

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Commonwealth Equity Services

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Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return