Moisand Fitzgerald Tamayo’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Moisand Fitzgerald Tamayo’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
2021 Q2	–	Sell	-59	Closed	-$2K	–	408
2021 Q1	$2K	Hold	59	–	–	﹤0.01%	303
2020 Q4	$1K	Buy	59 +1	+2%	+$25	﹤0.01%	330
2020 Q3	$1K	Buy	58 +1	+2%	+$24	﹤0.01%	301
2020 Q2	$1K	Hold	57	–	–	﹤0.01%	290
2020 Q1	$1K	Buy	57 +1	+2%	+$26	﹤0.01%	244
2019 Q4	$2K	Hold	56	–	–	﹤0.01%	248
2019 Q3	$2K	Buy	56 +1	+2%	+$27	﹤0.01%	246
2019 Q2	$1K	Hold	55	–	–	﹤0.01%	264
2019 Q1	$1K	Buy	55 +1	+2%	+$25	﹤0.01%	267
2018 Q4	$1K	Sell	54 -42	-44%	-$990	﹤0.01%	261
2018 Q3	$2K	Sell	96 -58	-38%	-$1.44K	﹤0.01%	269
2018 Q2	$4K	Buy	+154	New	+$3.61K	﹤0.01%	233

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

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Commonwealth Equity Services

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

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

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

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

Creative Planning

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

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