Modera Wealth Management’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
Q2 | $305K | Hold |
11,267
| – | – | ﹤0.01% | 535 |
|
|
2025
Q1 | $310K | Sell |
11,267
-266
| -2% | -$7.31K | ﹤0.01% | 510 |
|
|
2024
Q4 | $312K | Sell |
11,533
-2,148
| -16% | -$58K | ﹤0.01% | 508 |
|
|
2024
Q3 | $403K | Sell |
13,681
-424
| -3% | -$12.5K | 0.01% | 446 |
|
|
2024
Q2 | $357K | Buy |
14,105
+55
| +0.4% | +$1.39K | 0.01% | 449 |
|
|
2024
Q1 | $367K | Buy |
14,050
+1,463
| +12% | +$38.2K | 0.01% | 439 |
|
|
2023
Q4 | $335K | Sell |
12,587
-3,589
| -22% | -$95.6K | 0.01% | 452 |
|
|
2023
Q3 | $368K | Buy |
16,176
+217
| +1% | +$4.94K | 0.01% | 415 |
|
|
2023
Q2 | $400K | Buy |
+15,959
| New | +$400K | 0.01% | 415 |
|