Insight Wealth Strategies’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Insight Wealth Strategies’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
2022 Q2	–	Sell	-26,406	Closed	-$855K	–	150
2022 Q1	$855K	Buy	26,406 +150	+0.6%	+$4.75K	0.13%	111
2021 Q4	$912K	Sell	26,256 -2,723	-9%	-$88.7K	0.13%	103
2021 Q3	$881K	Sell	28,979 -1,022	-3%	-$32.4K	0.12%	113
2021 Q2	$913K	Buy	+30,001	New	+$889K	0.13%	109
2020 Q4	–	Sell	-9,229	Closed	-$217K	–	223
2020 Q3	$217K	Buy	9,229 +70	+0.8%	+$1.67K	0.04%	188
2020 Q2	$214K	Sell	9,159 -8,253	-47%	-$186K	0.05%	158
2020 Q1	$362K	Sell	17,412 -50,375	-74%	-$1.33M	0.1%	101
2019 Q4	$1.89M	Buy	67,787 +40,614	+149%	+$1.13M	0.4%	51
2019 Q3	$758K	Sell	27,173 -22,584	-45%	-$613K	0.18%	87
2019 Q2	$1.3M	Buy	+49,757	New	+$1.3M	0.32%	54

Other funds holding FREL

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Citizens & Northern Corp Wellsboro, Pennsylvania $401M AUM 21.13% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return