KPWM
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KDK Private 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
$253K Sell
9,343
-408
-4% -$11K 0.27% 49
2025
Q1
$268K Sell
9,751
-209
-2% -$5.74K 0.31% 43
2024
Q4
$269K Buy
+9,960
New +$269K 0.28% 43