MGWM
Marks Group 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 | $1.66M | Hold |
61,478
| – | – | 0.15% | 134 |
|
|
2025
Q1 | $1.69M | Buy |
61,478
+989
| +2% | +$27.2K | 0.16% | 135 |
|
|
2024
Q4 | $1.63M | Sell |
60,489
-7,835
| -11% | -$212K | 0.16% | 132 |
|
|
2024
Q3 | $2.01M | Hold |
68,324
| – | – | 0.19% | 125 |
|
|
2024
Q2 | $1.73M | Sell |
68,324
-12,436
| -15% | -$315K | 0.18% | 133 |
|
|
2024
Q1 | $2.11M | Hold |
80,760
| – | – | 0.22% | 120 |
|
|
2023
Q4 | $2.15M | Hold |
80,760
| – | – | 0.25% | 116 |
|
|
2023
Q3 | $1.84M | Buy |
+80,760
| New | +$1.84M | 0.23% | 126 |
|