AIP
FREL icon

Almanack Investment Partners’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Almanack Investment Partners’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
2022
Q4 		– Sell
-13,502
Closed -$323K – 539
2022
Q3 		$323K Buy
13,502
+4,023
+42% +$112K 0.06% 103
2022
Q2 		$257K Sell
9,479
-2,732
-22% -$81.3K 0.03% 355
2022
Q1 		$396K Sell
12,211
-6,125
-33% -$194K 0.03% 301
2021
Q4 		$637K Hold
18,336
– – 0.05% 221
2021
Q3 		$557K Sell
18,336
-2,266
-11% -$71.7K 0.05% 238
2021
Q2 		$627K Buy
20,602
+19
+0.1% +$563 0.06% 186
2021
Q1 		$566K Buy
20,583
+18
+0.1% +$473 0.06% 208
2020
Q4 		$522K Buy
20,565
+2,474
+14% +$61.1K 0.06% 201
2020
Q3 		$452K Buy
+18,091
New +$432K 0.06% 226

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RWMH
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CNC
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PFA
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T
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MCM
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Creative Planning
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Envestnet Asset Management
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