BFS
FREL icon

Bard Financial Services’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Bard Financial Services’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
2023
Q3 		– Sell
-26,463
Closed -$664K – 252
2023
Q2 		$664K Sell
26,463
-15,709
-37% -$385K 0.05% 195
2023
Q1 		$1.05M Sell
42,172
-57,166
-58% -$1.48M 0.08% 172
2022
Q4 		$2.46M Sell
99,338
-47,660
-32% -$1.18M 0.21% 100
2022
Q3 		$3.52M Sell
146,998
-39,661
-21% -$1.11M 0.33% 78
2022
Q2 		$5.07M Sell
186,659
-72,453
-28% -$2.16M 0.46% 53
2022
Q1 		$8.39M Buy
259,112
+6,632
+3% +$210K 0.68% 39
2021
Q4 		$8.77M Buy
252,480
+1,518
+0.6% +$49.5K 0.71% 37
2021
Q3 		$7.63M Buy
250,962
+19,529
+8% +$618K 0.68% 42
2021
Q2 		$7.04M Buy
231,433
+9,359
+4% +$277K 0.63% 48
2021
Q1 		$6.11M Buy
222,074
+24,698
+13% +$649K 0.59% 46
2020
Q4 		$5.01M Buy
+197,376
New +$4.87M 0.5% 50

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RWMH
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CNC
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $377M AUM 15.97% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return