Robertson Stephens Wealth Management’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
2025
Q3
$263K Hold
2025
Q2
$255K Hold
2025
Q1
$259K Sell
2024
Q4
$267K Hold
2024
Q3
$292K Hold
2024
Q2
$251K Sell
2024
Q1
$810K Buy
2023
Q4
$716K Buy
2022
Q4
Sell
2022
Q3
$216K Buy