Carson Wealth (CWM LLC)’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$9.98K Sell
371
-17,685
-98% -$492K ﹤0.01% 4775
2025
Q4
$486K Buy
18,056
+4,123
+30% +$113K ﹤0.01% 1940
2025
Q3
$387K Buy
13,933
+4,089
+42% +$113K ﹤0.01% 1945
2025
Q2
$266K Buy
9,844
+1,713
+21% +$45.8K ﹤0.01% 1947
2025
Q1
$223K Buy
8,131
+1,344
+20% +$37K ﹤0.01% 1847
2024
Q4
$183K Buy
6,787
+2,451
+57% +$70.1K ﹤0.01% 1881
2024
Q3
$128K Buy
4,336
+1,675
+63% +$46.6K ﹤0.01% 2034
2024
Q2
$67K Buy
2,661
+2,116
+388% +$52.7K ﹤0.01% 2253
2024
Q1
$14K Buy
545
+107
+24% +$2.76K ﹤0.01% 3131
2023
Q4
$12K Buy
438
+230
+111% +$5.48K ﹤0.01% 3075
2023
Q3
$5K Buy
208
+2
+1% +$49 ﹤0.01% 3450
2023
Q2
$5K Buy
206
+2
+1% +$49 ﹤0.01% 3436
2023
Q1
$5K Buy
204
+3
+1% +$77 ﹤0.01% 3284
2022
Q4
$5K Buy
201
+1
+0.5% +$25 ﹤0.01% 3165
2022
Q3
$5K Buy
+200
New +$5.57K ﹤0.01% 3062

Other funds holding FREL