CAPTRUST Financial Advisors
FREL icon

CAPTRUST Financial Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

CAPTRUST Financial Advisors’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
-10,149
Closed -$243K – 2107
2022
Q3 		$243K Sell
10,149
-4,197
-29% -$117K ﹤0.01% 1693
2022
Q2 		$390K Sell
14,346
-13,644
-49% -$406K ﹤0.01% 1269
2022
Q1 		$907K Sell
27,990
-7,008
-20% -$222K 0.01% 888
2021
Q4 		$1.22M Buy
34,998
+30,481
+675% +$993K 0.01% 732
2021
Q3 		$137K Buy
4,517
+2,021
+81% +$64K ﹤0.01% 1828
2021
Q2 		$76K Sell
2,496
-72
-3% -$2.13K ﹤0.01% 2219
2021
Q1 		$71K Buy
+2,568
New +$67.5K ﹤0.01% 2188

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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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