Cedar Wealth Management’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
2024 Q4	–	Sell	-17,594	Closed	-$519K	–	212
2024 Q3	$519K	Buy	17,594 +16,563	+1,606%	+$461K	0.16%	65
2024 Q2	$26.1K	Sell	1,031 -32,291	-97%	-$803K	0.01%	191
2024 Q1	$869K	Sell	33,322 -825	-2%	-$21.3K	0.29%	44
2023 Q4	$910K	Sell	34,147 -2,996	-8%	-$71.3K	0.33%	41
2023 Q3	$845K	Buy	37,143 +5,691	+18%	+$141K	0.33%	41
2023 Q2	$789K	Buy	31,452 +405	+1%	+$9.94K	0.31%	44
2023 Q1	$773K	Buy	31,047 +2,758	+10%	+$71.2K	0.32%	44
2022 Q4	$702K	Buy	28,289 +4,561	+19%	+$113K	0.35%	43
2022 Q3	$568K	Buy	23,728 +2,647	+13%	+$73.8K	0.28%	60
2022 Q2	$573K	Sell	21,081 -517	-2%	-$15.4K	0.26%	57
2022 Q1	$700K	Sell	21,598 -3,836	-15%	-$121K	0.28%	53
2021 Q4	$883K	Buy	25,434 +162	+0.6%	+$5.28K	0.36%	54
2021 Q3	$768K	Buy	25,272 +544	+2%	+$17.2K	0.34%	58
2021 Q2	$752K	Sell	24,728 -239	-1%	-$7.08K	0.34%	58
2021 Q1	$686K	Buy	24,967 +598	+2%	+$15.7K	0.34%	53
2020 Q4	$618K	Buy	24,369 +1,428	+6%	+$35.2K	0.33%	52
2020 Q3	$539K	Sell	22,941 -1,031	-4%	-$24.6K	0.34%	48
2020 Q2	$560K	Sell	23,972 -2,089	-8%	-$47.1K	0.38%	43
2020 Q1	$542K	Buy	26,061 +9,552	+58%	+$252K	0.37%	30
2019 Q4	$460K	Buy	16,509 +7,414	+82%	+$205K	0.27%	41
2019 Q3	$254K	Buy	9,095 +3,042	+50%	+$82.6K	0.17%	58
2019 Q2	$158K	Buy	6,053 +1,866	+45%	+$48.8K	0.1%	72
2019 Q1	$109K	Buy	4,187 +4,020	+2,407%	+$99.4K	0.07%	85
2018 Q4	$4K	Buy	167 +135	+422%	+$3.18K	﹤0.01%	145
2018 Q3	$1K	Buy	+32	New	+$793	﹤0.01%	167