Smith Salley Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Buy |
16,633
+65
| +0.4% | +$1.76K | 0.03% | 180 |
|
|
2025
Q1 | $455K | Buy |
16,568
+98
| +0.6% | +$2.69K | 0.03% | 175 |
|
|
2024
Q4 | $445K | Sell |
16,470
-766
| -4% | -$20.7K | 0.03% | 178 |
|
|
2024
Q3 | $508K | Buy |
17,236
+280
| +2% | +$8.25K | 0.03% | 173 |
|
|
2024
Q2 | $430K | Buy |
16,956
+46
| +0.3% | +$1.17K | 0.03% | 174 |
|
|
2024
Q1 | $441K | Sell |
16,910
-8
| -0% | -$209 | 0.03% | 172 |
|
|
2023
Q4 | $451K | Buy |
16,918
+24
| +0.1% | +$640 | 0.03% | 188 |
|
|
2023
Q3 | $384K | Sell |
16,894
-905
| -5% | -$20.6K | 0.03% | 187 |
|
|
2023
Q2 | $447K | Buy |
17,799
+1,181
| +7% | +$29.6K | 0.03% | 179 |
|
|
2023
Q1 | $414K | Sell |
16,618
-692
| -4% | -$17.2K | 0.03% | 181 |
|
|
2022
Q4 | $429K | Sell |
17,310
-943
| -5% | -$23.4K | 0.04% | 174 |
|
|
2022
Q3 | $437K | Buy |
18,253
+458
| +3% | +$11K | 0.04% | 170 |
|
|
2022
Q2 | $483K | Sell |
17,795
-7,358
| -29% | -$200K | 0.04% | 167 |
|
|
2022
Q1 | $815K | Sell |
25,153
-8,770
| -26% | -$284K | 0.06% | 152 |
|
|
2021
Q4 | $1.18M | Buy |
33,923
+2,446
| +8% | +$84.9K | 0.08% | 138 |
|
|
2021
Q3 | $957K | Buy |
31,477
+4,303
| +16% | +$131K | 0.08% | 144 |
|
|
2021
Q2 | $827K | Buy |
27,174
+1,304
| +5% | +$39.7K | 0.07% | 153 |
|
|
2021
Q1 | $711K | Buy |
25,870
+3,902
| +18% | +$107K | 0.06% | 146 |
|
|
2020
Q4 | $558K | Buy |
21,968
+1,655
| +8% | +$42K | 0.06% | 148 |
|
|
2020
Q3 | $477K | Buy |
20,313
+4,798
| +31% | +$113K | 0.06% | 134 |
|
|
2020
Q2 | $363K | Sell |
15,515
-435
| -3% | -$10.2K | 0.05% | 143 |
|
|
2020
Q1 | $332K | Buy |
15,950
+450
| +3% | +$9.37K | 0.06% | 138 |
|
|
2019
Q4 | $432K | Buy |
15,500
+2,464
| +19% | +$68.7K | 0.06% | 137 |
|
|
2019
Q3 | $364K | Buy |
13,036
+742
| +6% | +$20.7K | 0.05% | 147 |
|
|
2019
Q2 | $322K | Buy |
+12,294
| New | +$322K | 0.05% | 155 |
|