Atria Investments’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.29M	Sell	47,981 -665	-1%	-$18.5K	0.01%	921
2025 Q4	$1.31M	Buy	48,646 +5,371	+12%	+$147K	0.01%	927
2025 Q3	$1.2M	Buy	43,275 +3,384	+8%	+$93.2K	0.01%	953
2025 Q2	$1.08M	Sell	39,891 -2,712	-6%	-$72.5K	0.01%	991
2025 Q1	$1.17M	Buy	42,603 +2,333	+6%	+$64.2K	0.02%	931
2024 Q4	$1.09M	Sell	40,270 -26,320	-40%	-$753K	0.01%	930
2024 Q3	$1.96M	Sell	66,590 -3,693	-5%	-$103K	0.02%	676
2024 Q2	$1.78M	Buy	70,283 +11,534	+20%	+$287K	0.02%	689
2024 Q1	$1.53M	Buy	58,749 +2,881	+5%	+$74.2K	0.02%	764
2023 Q4	$1.49M	Sell	55,868 -18,563	-25%	-$442K	0.02%	720
2023 Q3	$1.69M	Buy	74,431 +12,652	+20%	+$313K	0.03%	638
2023 Q2	$1.55M	Buy	61,779 +1,788	+3%	+$43.9K	0.03%	652
2023 Q1	$1.49M	Sell	59,991 -155,935	-72%	-$4.03M	0.03%	648
2022 Q4	$5.36M	Buy	215,926 +33,036	+18%	+$817K	0.11%	238
2022 Q3	$4.38M	Buy	182,890 +11,672	+7%	+$325K	0.1%	260
2022 Q2	$4.65M	Buy	171,218 +38,396	+29%	+$1.14M	0.1%	246
2022 Q1	$4.3M	Buy	+132,822	New	+$4.21M	0.08%	315
2020 Q1	–	Sell	-322,808	Closed	-$8.99M	–	769
2019 Q4	$8.99M	Buy	322,808 +24,268	+8%	+$673K	0.24%	91
2019 Q3	$8.33M	Buy	298,540 +24,106	+9%	+$654K	0.3%	72
2019 Q2	$7.4M	Buy	274,434 +56,849	+26%	+$1.49M	0.28%	80
2019 Q1	$5.65M	Buy	217,585 +30,251	+16%	+$748K	0.24%	86
2018 Q4	$4.19M	Buy	187,334 +11,433	+6%	+$270K	0.19%	86
2018 Q3	$4.23M	Buy	+175,901	New	+$4.36M	0.17%	108