DWM
Diversify Wealth Management’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 | $4.07M | Buy |
150,809
+3,321
| +2% | +$89.7K | 0.25% | 120 |
|
|
2025
Q1 | $3.93M | Buy |
147,488
+13,415
| +10% | +$358K | 0.29% | 99 |
|
|
2024
Q4 | $3.48M | Sell |
134,073
-14,202
| -10% | -$369K | 0.27% | 99 |
|
|
2024
Q3 | $4.33M | Buy |
148,275
+29,610
| +25% | +$865K | 0.42% | 58 |
|
|
2024
Q2 | $3.18M | Buy |
+118,665
| New | +$3.18M | 0.4% | 61 |
|