Carson Wealth (CWM LLC)’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 | $266K | Buy |
9,844
+1,713
| +21% | +$46.3K | ﹤0.01% | 1945 |
|
|
2025
Q1 | $223K | Buy |
8,131
+1,344
| +20% | +$36.9K | ﹤0.01% | 1845 |
|
|
2024
Q4 | $183K | Buy |
6,787
+2,451
| +57% | +$66.1K | ﹤0.01% | 1879 |
|
|
2024
Q3 | $128K | Buy |
4,336
+1,675
| +63% | +$49.4K | ﹤0.01% | 2032 |
|
|
2024
Q2 | $67K | Buy |
2,661
+2,116
| +388% | +$53.3K | ﹤0.01% | 2251 |
|
|
2024
Q1 | $14K | Buy |
545
+107
| +24% | +$2.75K | ﹤0.01% | 3129 |
|
|
2023
Q4 | $12K | Buy |
438
+230
| +111% | +$6.3K | ﹤0.01% | 3072 |
|
|
2023
Q3 | $5K | Buy |
208
+2
| +1% | +$48 | ﹤0.01% | 3447 |
|
|
2023
Q2 | $5K | Buy |
206
+2
| +1% | +$49 | ﹤0.01% | 3432 |
|
|
2023
Q1 | $5K | Buy |
204
+3
| +1% | +$74 | ﹤0.01% | 3281 |
|
|
2022
Q4 | $5K | Buy |
201
+1
| +0.5% | +$25 | ﹤0.01% | 3162 |
|
|
2022
Q3 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 3059 |
|