BWG
Balanced Wealth Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $718K | Buy |
26,533
+171
| +0.6% | +$4.63K | 0.31% | 33 |
|
|
2025
Q1 | $724K | Buy |
26,362
+244
| +0.9% | +$6.7K | 0.35% | 32 |
|
|
2024
Q4 | $717K | Buy |
26,118
+1,160
| +5% | +$31.9K | 0.32% | 33 |
|
|
2024
Q3 | $736K | Buy |
24,958
+61
| +0.2% | +$1.8K | 0.33% | 34 |
|
|
2024
Q2 | $624K | Sell |
24,897
-999
| -4% | -$25K | 0.28% | 35 |
|
|
2024
Q1 | $649K | Buy |
25,896
+252
| +1% | +$6.32K | 0.29% | 40 |
|
|
2023
Q4 | $683K | Buy |
+25,644
| New | +$683K | 0.36% | 37 |
|