Congress 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
2025 Q2	$1.96M	Buy	72,388 +12,033	+20%	+$322K	0.02%	562
2025 Q1	$1.66M	Sell	60,355 -111	-0.2%	-$3.05K	0.02%	531
2024 Q4	$1.63M	Buy	60,466 +3,800	+7%	+$109K	0.02%	439
2024 Q3	$1.67M	Buy	56,666 +10,186	+22%	+$283K	0.02%	451
2024 Q2	$1.18M	Buy	+46,480	New	+$1.16M	0.02%	407
2023 Q4	–	Sell	-31,294	Closed	-$712K	–	632
2023 Q3	$712K	Buy	31,294 +86	+0.3%	+$2.13K	0.01%	409
2023 Q2	$783K	Sell	31,208 -4,159	-12%	-$102K	0.02%	362
2023 Q1	$881K	Sell	35,367 -579	-2%	-$14.9K	0.02%	356
2022 Q4	$892K	Sell	35,946 -362	-1%	-$8.96K	0.02%	348
2022 Q3	$868K	Sell	36,308 -1,825	-5%	-$50.9K	0.02%	341
2022 Q2	$1.04M	Buy	38,133 +321	+0.8%	+$9.55K	0.03%	332
2022 Q1	$1.23M	Sell	37,812 -15,999	-30%	-$507K	0.03%	328
2021 Q4	$1.87M	Buy	+53,811	New	+$1.75M	0.04%	315