Essential Planning’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	$3.63M	Buy	134,920 +1,139	+0.9%	+$31.7K	1.15%	21
2025 Q4	$3.6M	Buy	133,781 +1,808	+1%	+$49.3K	1.15%	22
2025 Q3	$3.67M	Buy	131,973 +470	+0.4%	+$12.9K	1.26%	19
2025 Q2	$3.56M	Buy	131,503 +2,189	+2%	+$58.5K	1.32%	16
2025 Q1	$3.55M	Sell	129,314 -7,810,496	-98%	-$215M	1.43%	15
2024 Q4	$227M	Buy	7,939,810 +7,813,298	+6,176%	+$224M	1.48%	13
2024 Q3	$3.73M	Buy	126,512 +563	+0.4%	+$15.7K	1.53%	16
2024 Q2	$3.19M	Buy	125,949 +5,518	+5%	+$137K	1.4%	16
2024 Q1	$3.21M	Buy	120,431 +111	+0.1%	+$2.86K	1.61%	15
2023 Q4	$3.21M	Hold	120,320	–	–	1.62%	15
2023 Q3	$2.75M	Buy	120,320 +6,318	+6%	+$156K	1.52%	14
2023 Q2	$2.86M	Buy	114,002 +4,494	+4%	+$110K	1.63%	14
2023 Q1	$2.73M	Buy	109,508 +15,780	+17%	+$407K	1.65%	14
2022 Q4	$2.24M	Sell	93,728 -49	-0.1%	-$1.21K	1.72%	13
2022 Q3	$2.24M	Buy	+93,777	New	+$2.61M	12.95%	2