Spire 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 Q2	–	Sell	-143	Closed	-$3.94K	–	2441
2025 Q1	$3.94K	Buy	143 +1	+0.7%	+$27	﹤0.01%	2122
2024 Q4	$3.83K	Buy	142 +1	+0.7%	+$29	﹤0.01%	2113
2024 Q3	$4.15K	Buy	141 +1	+0.7%	+$28	﹤0.01%	1860
2024 Q2	$3.54K	Buy	140 +2	+1%	+$50	﹤0.01%	1902
2024 Q1	$3.61K	Buy	138 +1	+0.7%	+$26	﹤0.01%	1995
2023 Q4	$3.53K	Buy	137 +1	+0.7%	+$24	﹤0.01%	2037
2023 Q3	$3.09K	Buy	136 +1	+0.7%	+$25	﹤0.01%	2046
2023 Q2	$3.38K	Buy	135 +2	+2%	+$49	﹤0.01%	2090
2023 Q1	$3.32K	Sell	133 -66	-33%	-$1.7K	﹤0.01%	2134
2022 Q4	$5K	Buy	199 +1	+0.5%	+$25	﹤0.01%	1821
2022 Q3	$5K	Buy	198 +1	+0.5%	+$28	﹤0.01%	1738
2022 Q2	$5K	Buy	197 +2	+1%	+$60	﹤0.01%	2126
2022 Q1	$6K	Buy	195 +1	+0.5%	+$32	﹤0.01%	2186
2021 Q4	$7K	Sell	194 -17	-8%	-$554	﹤0.01%	2482
2021 Q3	$6K	Buy	211 +1	+0.5%	+$32	﹤0.01%	2231
2021 Q2	$6K	Sell	210 -40	-16%	-$1.19K	﹤0.01%	2267
2021 Q1	$7K	Buy	+250	New	+$6.57K	﹤0.01%	2515