Kestra Private Wealth Services’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,045
| Closed | -$352K | – | 1522 |
|
|
2024
Q4 | $352K | Buy |
+13,045
| New | +$352K | 0.01% | 1074 |
|
|
2022
Q2 | – | Sell |
-12,348
| Closed | -$400K | – | 954 |
|
|
2022
Q1 | $400K | Buy |
12,348
+12
| +0.1% | +$389 | 0.02% | 649 |
|
|
2021
Q4 | $428K | Buy |
12,336
+748
| +6% | +$26K | 0.02% | 642 |
|
|
2021
Q3 | $352K | Buy |
11,588
+1,325
| +13% | +$40.2K | 0.02% | 647 |
|
|
2021
Q2 | $312K | Buy |
+10,263
| New | +$312K | 0.02% | 662 |
|