PHAM
Palisades Hudson Asset 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 | $1.65M | Buy |
61,141
+777
| +1% | +$21K | 0.65% | 28 |
|
|
2025
Q1 | $1.66M | Buy |
60,364
+2,991
| +5% | +$82.2K | 0.75% | 25 |
|
|
2024
Q4 | $1.55M | Sell |
57,373
-1,949
| -3% | -$52.7K | 0.65% | 26 |
|
|
2024
Q3 | $1.75M | Buy |
59,322
+2,371
| +4% | +$69.9K | 0.74% | 25 |
|
|
2024
Q2 | $1.44M | Buy |
56,951
+479
| +0.8% | +$12.1K | 0.66% | 25 |
|
|
2024
Q1 | $1.47M | Buy |
56,472
+4,949
| +10% | +$129K | 0.67% | 25 |
|
|
2023
Q4 | $1.37M | Buy |
+51,523
| New | +$1.37M | 0.67% | 24 |
|