Robertson Stephens Wealth 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 | $255K | Hold |
9,440
| – | – | 0.01% | 479 |
|
|
2025
Q1 | $259K | Sell |
9,440
-459
| -5% | -$12.6K | 0.01% | 469 |
|
|
2024
Q4 | $267K | Hold |
9,899
| – | – | 0.01% | 487 |
|
|
2024
Q3 | $292K | Hold |
9,899
| – | – | 0.01% | 529 |
|
|
2024
Q2 | $251K | Sell |
9,899
-21,149
| -68% | -$536K | 0.01% | 441 |
|
|
2024
Q1 | $810K | Buy |
31,048
+4,171
| +16% | +$109K | 0.04% | 266 |
|
|
2023
Q4 | $716K | Buy |
+26,877
| New | +$716K | 0.04% | 259 |
|
|
2022
Q4 | – | Sell |
-9,039
| Closed | -$216K | – | 412 |
|
|
2022
Q3 | $216K | Buy |
+9,039
| New | +$216K | 0.02% | 329 |
|