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WealthPLAN Partners’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-13
Closed -$326 – 593
2023
Q2 		$326 Hold
13
– – ﹤0.01% 1197
2023
Q1 		$324 Buy
+13
New +$336 ﹤0.01% 1268

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RWMH
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CNC
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Commonwealth Equity Services
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PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MCM
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Creative Planning
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BDF
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WealthPLAN Partners's FREL Position: Q3 2023 in Review

WealthPLAN Partners sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2023, closing a stake of 13 shares — an estimated $326 sold.

WealthPLAN Partners first reported a position in FREL in Q1 2023 and held it in 2 quarters. The position peaked at $326 in Q2 2023. 178 funds tracked by Wall St. Rank hold FREL as of Q3 2023.

  • WealthPLAN Partners reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 13 Fidelity MSCI Real Estate Index ETF shares in Q3 2023, an estimated $326.
  • WealthPLAN Partners first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Fidelity MSCI Real Estate Index ETF position peaked at $326 in Q2 2023.
  • 178 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.