Mutual Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-16,935	Closed	-$461K	–	1121
2024 Q2	$461K	Sell	16,935 -15,295	-47%	-$381K	0.01%	734
2024 Q1	$841K	Sell	32,230 -489	-1%	-$12.6K	0.03%	532
2023 Q4	$872K	Sell	32,719 -6,009	-16%	-$143K	0.03%	494
2023 Q3	$881K	Sell	38,728 -34,015	-47%	-$841K	0.03%	457
2023 Q2	$1.83M	Buy	72,743 +1,355	+2%	+$33.2K	0.07%	270
2023 Q1	$1.78M	Sell	71,388 -19,273	-21%	-$498K	0.07%	273
2022 Q4	$2.25M	Sell	90,661 -701	-0.8%	-$17.3K	0.1%	206
2022 Q3	$2.19M	Sell	91,362 -709	-0.8%	-$19.8K	0.11%	178
2022 Q2	$2.5M	Buy	92,071 +9,023	+11%	+$269K	0.17%	150
2022 Q1	$2.69M	Buy	83,048 +57,021	+219%	+$1.81M	0.15%	159
2021 Q4	$904K	Sell	26,027 -57	-0.2%	-$1.86K	0.05%	415
2021 Q3	$793K	Sell	26,084 -1,057	-4%	-$33.5K	0.05%	410
2021 Q2	$826K	Buy	27,141 +3,857	+17%	+$114K	0.05%	403
2021 Q1	$640K	Buy	23,284 +12,548	+117%	+$330K	0.04%	435
2020 Q4	$272K	Buy	+10,736	New	+$265K	0.02%	622
2020 Q1	–	Sell	-111,675	Closed	-$3.11M	–	594
2019 Q4	$3.11M	Sell	111,675 -33,914	-23%	-$940K	0.33%	65
2019 Q3	$4.06M	Buy	+145,589	New	+$3.95M	0.54%	37