Congress Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
72,388
+12,033
| +20% | +$325K | 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% | +$103K | 0.02% | 439 |
|
|
2024
Q3 | $1.67M | Buy |
56,666
+10,186
| +22% | +$300K | 0.02% | 451 |
|
|
2024
Q2 | $1.18M | Buy |
+46,480
| New | +$1.18M | 0.02% | 407 |
|
|
2023
Q4 | – | Sell |
-31,294
| Closed | -$712K | – | 632 |
|
|
2023
Q3 | $712K | Buy |
31,294
+86
| +0.3% | +$1.96K | 0.01% | 409 |
|
|
2023
Q2 | $783K | Sell |
31,208
-4,159
| -12% | -$104K | 0.02% | 362 |
|
|
2023
Q1 | $881K | Sell |
35,367
-579
| -2% | -$14.4K | 0.02% | 356 |
|
|
2022
Q4 | $892K | Sell |
35,946
-362
| -1% | -$8.98K | 0.02% | 348 |
|
|
2022
Q3 | $868K | Sell |
36,308
-1,825
| -5% | -$43.6K | 0.02% | 341 |
|
|
2022
Q2 | $1.04M | Buy |
38,133
+321
| +0.8% | +$8.72K | 0.03% | 332 |
|
|
2022
Q1 | $1.23M | Sell |
37,812
-15,999
| -30% | -$518K | 0.03% | 328 |
|
|
2021
Q4 | $1.87M | Buy |
+53,811
| New | +$1.87M | 0.04% | 313 |
|