BWM
BCS Wealth Management’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 | $205K | Sell |
7,578
-5,017
| -40% | -$136K | 0.04% | 248 |
|
|
2025
Q1 | $346K | Sell |
12,595
-3,428
| -21% | -$94.2K | 0.09% | 184 |
|
|
2024
Q4 | $433K | Buy |
+16,023
| New | +$433K | 0.11% | 165 |
|
|
2024
Q2 | – | Sell |
-20,274
| Closed | -$529K | – | 172 |
|
|
2024
Q1 | $529K | Sell |
20,274
-980
| -5% | -$25.6K | 0.17% | 126 |
|
|
2023
Q4 | $566K | Buy |
21,254
+2,028
| +11% | +$54K | 0.21% | 107 |
|
|
2023
Q3 | $437K | Buy |
+19,226
| New | +$437K | 0.18% | 117 |
|
|
2023
Q2 | – | Sell |
-18,418
| Closed | -$459K | – | 130 |
|
|
2023
Q1 | $459K | Buy |
18,418
+3,024
| +20% | +$75.4K | 0.21% | 93 |
|
|
2022
Q4 | $382K | Buy |
15,394
+4,223
| +38% | +$105K | 0.16% | 126 |
|
|
2022
Q3 | $267K | Buy |
11,171
+3,344
| +43% | +$79.9K | 0.13% | 146 |
|
|
2022
Q2 | $213K | Buy |
+7,827
| New | +$213K | 0.09% | 169 |
|