Transamerica Financial Advisors’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
2026 Q1	$2.12K	Sell	78 -1,757	-96%	-$48.9K	﹤0.01%	1198
2025 Q4	$49.3K	Buy	1,835 +1,094	+148%	+$29.9K	﹤0.01%	552
2025 Q3	$20.6K	Buy	741 +737	+18,425%	+$20.3K	﹤0.01%	602
2025 Q2	$100	Hold	4	–	–	﹤0.01%	523
2025 Q1	$1K	Hold	4	–	–	﹤0.01%	469
2024 Q4	$1K	Hold	4	–	–	﹤0.01%	462
2024 Q3	$1K	Hold	4	–	–	﹤0.01%	470
2024 Q2	$1K	Hold	4	–	–	﹤0.01%	441
2024 Q1	$1K	Hold	4	–	–	﹤0.01%	485
2023 Q4	$1K	Hold	4	–	–	﹤0.01%	462
2023 Q3	$1K	Hold	4	–	–	﹤0.01%	490
2023 Q2	$1K	Hold	4	–	–	﹤0.01%	461
2023 Q1	$1K	Hold	4	–	–	﹤0.01%	445
2022 Q4	$1K	Hold	4	–	–	﹤0.01%	503
2022 Q3	$1K	Buy	+4	New	+$111	﹤0.01%	472
2020 Q3	–	Sell	-2,419	Closed	-$57K	–	286
2020 Q2	$57K	Buy	+2,419	New	+$54.5K	0.01%	198
2019 Q3	–	Sell	-2,286	Closed	-$60K	–	245
2019 Q2	$60K	Buy	+2,286	New	+$59.8K	0.01%	243
2019 Q1	–	Sell	-24,468	Closed	-$548K	–	222
2018 Q4	$548K	Buy	24,468 +7,845	+47%	+$185K	0.14%	98
2018 Q3	$401K	Buy	+16,623	New	+$412K	0.09%	142