Sowell Financial Services’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Sowell Financial Services’s Portfolio FREL Stock Details FREL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-13,990	Closed	-$335K	–	531
2022 Q3	$335K	Buy	+13,990	New	+$390K	0.03%	357
2022 Q1	–	Sell	-23,944	Closed	-$831K	–	275
2021 Q4	$831K	Sell	23,944 -710	-3%	-$23.1K	0.05%	364
2021 Q3	$749K	Buy	24,654 +3,887	+19%	+$123K	0.05%	334
2021 Q2	$632K	Sell	20,767 -13,092	-39%	-$388K	0.04%	385
2021 Q1	$985K	Buy	33,859 +17,857	+112%	+$469K	0.03%	416
2020 Q4	$406K	Buy	+16,002	New	+$395K	0.02%	589
2020 Q3	–	Sell	-18	Closed	–	–	2594
2020 Q2	$0	Buy	18 +4	+29%	+$90	﹤0.01%	2529
2020 Q1	$0	Buy	14 +12	+600%	+$316	﹤0.01%	2511
2019 Q4	$0	Buy	+2	New	+$55	﹤0.01%	2560

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Envestnet Asset Management

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