PWA
Physician Wealth Advisors’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 | $4.75M | Sell |
175,488
-8,645
| -5% | -$234K | 0.75% | 30 |
|
|
2025
Q1 | $5.06M | Sell |
184,133
-3,715
| -2% | -$102K | 0.87% | 28 |
|
|
2024
Q4 | $5.08M | Sell |
187,848
-4,543
| -2% | -$123K | 0.86% | 29 |
|
|
2024
Q3 | $5.62M | Sell |
192,391
-18,338
| -9% | -$536K | 1.01% | 26 |
|
|
2024
Q2 | $5.68M | Sell |
210,729
-9,578
| -4% | -$258K | 1.05% | 25 |
|
|
2024
Q1 | $5.26M | Buy |
220,307
+1,577
| +0.7% | +$37.7K | 1.11% | 24 |
|
|
2023
Q4 | $5.67M | Sell |
218,730
-2,069
| -0.9% | -$53.6K | 1.27% | 19 |
|
|
2023
Q3 | $4.99M | Buy |
220,799
+10,440
| +5% | +$236K | 1.28% | 20 |
|
|
2023
Q2 | $5.33M | Buy |
210,359
+3,298
| +2% | +$83.6K | 1.32% | 20 |
|
|
2023
Q1 | $5.16M | Buy |
207,061
+8,518
| +4% | +$212K | 1.35% | 20 |
|
|
2022
Q4 | $5.28M | Buy |
198,543
+37,476
| +23% | +$996K | 1.42% | 18 |
|
|
2022
Q3 | $3.92M | Buy |
161,067
+23,509
| +17% | +$572K | 1.2% | 21 |
|
|
2022
Q2 | $4.03M | Sell |
137,558
-12,471
| -8% | -$365K | 1.17% | 18 |
|
|
2022
Q1 | $4.65M | Buy |
150,029
+894
| +0.6% | +$27.7K | 1.24% | 16 |
|
|
2021
Q4 | $4.96M | Sell |
149,135
-2,347
| -2% | -$78.1K | 1.3% | 19 |
|
|
2021
Q3 | $4.82M | Sell |
151,482
-865
| -0.6% | -$27.5K | 1.33% | 21 |
|
|
2021
Q2 | $4.78M | Sell |
152,347
-6,374
| -4% | -$200K | 1.37% | 21 |
|
|
2021
Q1 | $4.45M | Sell |
158,721
-1,781
| -1% | -$49.9K | 1.45% | 18 |
|
|
2020
Q4 | $4.25M | Sell |
160,502
-6,544
| -4% | -$173K | 1.44% | 19 |
|
|
2020
Q3 | $3.9M | Buy |
167,046
+151
| +0.1% | +$3.53K | 1.57% | 16 |
|
|
2020
Q2 | $4.1M | Buy |
166,895
+1,387
| +0.8% | +$34K | 1.65% | 14 |
|
|
2020
Q1 | $3.6M | Buy |
165,508
+10,775
| +7% | +$234K | 1.8% | 15 |
|
|
2019
Q4 | $4.34M | Buy |
154,733
+1,938
| +1% | +$54.3K | 1.93% | 12 |
|
|
2019
Q3 | $4.19M | Buy |
+152,795
| New | +$4.19M | 2.05% | 11 |
|