SWA
SOA 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 | $1.35K | Buy |
50
+8
| +19% | +$216 | ﹤0.01% | 741 |
|
|
2025
Q1 | $1.15K | Buy |
42
+1
| +2% | +$27 | ﹤0.01% | 733 |
|
|
2024
Q4 | $1.11K | Buy |
41
+2
| +5% | +$54 | ﹤0.01% | 726 |
|
|
2024
Q3 | $1.15K | Buy |
39
+1
| +3% | +$29 | ﹤0.01% | 708 |
|
|
2024
Q2 | $963 | Buy |
38
+1
| +3% | +$25 | ﹤0.01% | 724 |
|
|
2024
Q1 | $965 | Buy |
37
+2
| +6% | +$52 | ﹤0.01% | 766 |
|
|
2023
Q4 | $933 | Buy |
35
+5
| +17% | +$133 | ﹤0.01% | 760 |
|
|
2023
Q3 | $683 | Buy |
30
+3
| +11% | +$68 | ﹤0.01% | 801 |
|
|
2023
Q2 | $677 | Buy |
27
+4
| +17% | +$100 | ﹤0.01% | 810 |
|
|
2023
Q1 | $573 | Buy |
23
+2
| +10% | +$50 | ﹤0.01% | 834 |
|
|
2022
Q4 | $521 | Buy |
21
+3
| +17% | +$74 | ﹤0.01% | 839 |
|
|
2022
Q3 | $0 | Buy |
18
+2
| +13% | – | ﹤0.01% | 870 |
|
|
2022
Q2 | $0 | Buy |
16
+1
| +7% | – | ﹤0.01% | 880 |
|
|
2022
Q1 | $0 | Buy |
15
+3
| +25% | – | ﹤0.01% | 934 |
|
|
2021
Q4 | $0 | Buy |
12
+1
| +9% | – | ﹤0.01% | 909 |
|
|
2021
Q3 | $0 | Sell |
11
-3
| -21% | – | ﹤0.01% | 924 |
|
|
2021
Q2 | $0 | Buy |
14
+2
| +17% | – | ﹤0.01% | 896 |
|
|
2021
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 843 |
|
|
2020
Q4 | $0 | Buy |
+12
| New | – | ﹤0.01% | 821 |
|