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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio FREL Stock Details FREL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-500
Closed -$13K – 371
2024
Q1 		$13K Buy
+500
New +$12.9K 0.01% 265

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PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s FREL Position: Q2 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2024, closing a stake of 500 shares — an estimated $13K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in FREL in Q1 2024 and held it in 1 quarter. The position peaked at $13K in Q1 2024. 199 funds tracked by Wall St. Rank hold FREL as of Q2 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 500 Fidelity MSCI Real Estate Index ETF shares in Q2 2024, an estimated $13K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2024 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Fidelity MSCI Real Estate Index ETF position peaked at $13K in Q1 2024.
  • 199 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2024, filed 7 Aug 2026.