Wescott Financial Advisory Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-20,033
Closed -$635K 70
2021
Q2
$635K Sell
20,033
-7,970
-28% -$253K 0.37% 32
2021
Q1
$770K Buy
28,003
+1,339
+5% +$36.8K 0.5% 23
2020
Q4
$677K Buy
+26,664
New +$677K 0.48% 23