Venturi 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
Q3 | – | Sell |
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|
2025
Q2 | $353K | Sell |
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|
2025
Q1 | $375K | Sell |
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|
2024
Q4 | $374K | Sell |
|
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|
2024
Q3 | $421K | Sell |
|
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|
2024
Q2 | $391K | Sell |
|
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|
2024
Q1 | $758K | Sell |
|
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|
2023
Q4 | $989K | Sell |
|
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|
2023
Q3 | $921K | Sell |
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|
2023
Q2 | $1.21M | Sell |
|
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|
2023
Q1 | $1.28M | Sell |
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|
2022
Q4 | $1.44M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $2.23M | Buy |
|