SWM
SigFig 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 | $2.84M | Sell |
105,737
-3,121
| -3% | -$83.9K | 0.09% | 74 |
|
|
2025
Q1 | $2.96M | Buy |
108,858
+936
| +0.9% | +$25.5K | 0.11% | 68 |
|
|
2024
Q4 | $2.89M | Buy |
107,922
+1,116
| +1% | +$29.9K | 0.1% | 69 |
|
|
2024
Q3 | $3.13M | Sell |
106,806
-3,200
| -3% | -$93.6K | 0.11% | 67 |
|
|
2024
Q2 | $2.79M | Buy |
110,006
+2,856
| +3% | +$72.4K | 0.1% | 67 |
|
|
2024
Q1 | $2.8M | Sell |
107,150
-10,706
| -9% | -$279K | 0.1% | 68 |
|
|
2023
Q4 | $3.14M | Buy |
117,856
+7,278
| +7% | +$194K | 0.12% | 66 |
|
|
2023
Q3 | $2.52M | Sell |
110,578
-3,916
| -3% | -$89.1K | 0.1% | 71 |
|
|
2023
Q2 | $2.86M | Buy |
114,494
+1,843
| +2% | +$46.1K | 0.11% | 68 |
|
|
2023
Q1 | $2.81M | Buy |
112,651
+1,511
| +1% | +$37.7K | 0.16% | 61 |
|
|
2022
Q4 | $3.32M | Buy |
111,140
+633
| +0.6% | +$18.9K | 0.16% | 51 |
|
|
2022
Q3 | $3.4M | Sell |
110,507
-4,722
| -4% | -$145K | 0.18% | 48 |
|
|
2022
Q2 | $3.56M | Buy |
115,229
+398
| +0.3% | +$12.3K | 0.18% | 46 |
|
|
2022
Q1 | $3.59M | Sell |
114,831
-11,755
| -9% | -$368K | 0.17% | 46 |
|
|
2021
Q4 | $3.93M | Sell |
126,586
-5,988
| -5% | -$186K | 0.18% | 42 |
|
|
2021
Q3 | $4.03M | Buy |
132,574
+8,453
| +7% | +$257K | 0.2% | 41 |
|
|
2021
Q2 | $3.78M | Buy |
124,121
+4,596
| +4% | +$140K | 0.2% | 42 |
|
|
2021
Q1 | $3.28M | Buy |
119,525
+7,672
| +7% | +$211K | 0.2% | 39 |
|
|
2020
Q4 | $2.84M | Buy |
111,853
+7,960
| +8% | +$202K | 0.21% | 39 |
|
|
2020
Q3 | $2.43M | Buy |
103,893
+4,719
| +5% | +$110K | 0.22% | 35 |
|
|
2020
Q2 | $2.32M | Buy |
99,174
+751
| +0.8% | +$17.6K | 0.25% | 30 |
|
|
2020
Q1 | $2.05M | Buy |
98,423
+3,033
| +3% | +$63.1K | 0.28% | 30 |
|
|
2019
Q4 | $2.66M | Buy |
95,390
+230
| +0.2% | +$6.41K | 0.33% | 29 |
|
|
2019
Q3 | $2.66M | Sell |
95,160
-2,779
| -3% | -$77.5K | 0.38% | 29 |
|
|
2019
Q2 | $2.56M | Buy |
97,939
+7,459
| +8% | +$195K | 0.4% | 32 |
|
|
2019
Q1 | $2.35M | Sell |
90,480
-771
| -0.8% | -$20K | 0.42% | 33 |
|
|
2018
Q4 | $2.03M | Sell |
91,251
-4,210
| -4% | -$93.8K | 0.43% | 32 |
|
|
2018
Q3 | $2.3M | Sell |
95,461
-408
| -0.4% | -$9.82K | 0.48% | 32 |
|
|
2018
Q2 | $2.35M | Sell |
95,869
-932
| -1% | -$22.9K | 0.61% | 32 |
|
|
2018
Q1 | $2.22M | Buy |
96,801
+14,038
| +17% | +$321K | 1.29% | 21 |
|
|
2017
Q4 | $2.04M | Buy |
82,763
+7,723
| +10% | +$191K | 0.98% | 24 |
|
|
2017
Q3 | $1.82M | Buy |
75,040
+661
| +0.9% | +$16K | 1.22% | 15 |
|
|
2017
Q2 | $1.8M | Buy |
74,379
+2,232
| +3% | +$54K | 1.33% | 15 |
|
|
2017
Q1 | $1.71M | Sell |
72,147
-1,892
| -3% | -$44.9K | 1.36% | 15 |
|
|
2016
Q4 | $1.74M | Buy |
+74,039
| New | +$1.74M | 1.49% | 15 |
|