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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Moisand Fitzgerald Tamayo's FREL Position: Q2 2021 in Review

Moisand Fitzgerald Tamayo sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2021, closing a stake of 59 shares — an estimated $2K sold.

Moisand Fitzgerald Tamayo first reported a position in FREL in Q2 2018 and held it in 12 quarters. The position peaked at $4K in Q2 2018. 181 funds tracked by Wall St. Rank hold FREL as of Q2 2021.

Moisand Fitzgerald Tamayo reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2021 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 59 Fidelity MSCI Real Estate Index ETF shares in Q2 2021, an estimated $2K.
Moisand Fitzgerald Tamayo first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2018 and held it in 12 quarters.
Moisand Fitzgerald Tamayo's Fidelity MSCI Real Estate Index ETF position peaked at $4K in Q2 2018.
181 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2021.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2021, filed 3 Aug 2021.