Westside Investment Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Westside Investment Management’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 Q1	–	Sell	-100	Closed	-$2	–	843
2022 Q4	$2	Hold	100	–	–	﹤0.01%	760
2022 Q3	$2	Sell	100 -800	-89%	-$22.3K	﹤0.01%	761
2022 Q2	$24	Hold	900	–	–	﹤0.01%	486
2022 Q1	$29	Hold	900	–	–	﹤0.01%	476
2021 Q4	$31	Hold	900	–	–	﹤0.01%	443
2021 Q3	$27	Hold	900	–	–	﹤0.01%	452
2021 Q2	$27	Hold	900	–	–	﹤0.01%	439
2021 Q1	$24	Hold	900	–	–	﹤0.01%	441
2020 Q4	$22	Hold	900	–	–	﹤0.01%	419
2020 Q3	$21	Hold	900	–	–	﹤0.01%	417
2020 Q2	$21	Hold	900	–	–	﹤0.01%	396
2020 Q1	$18	Buy	+900	New	+$23.7K	﹤0.01%	406
2019 Q2	$81	Buy	+3,100	New	+$81K	﹤0.01%	269
2018 Q4	$80.6K	Buy	+3,600	New	+$84.9K	0.03%	234

Other funds holding FREL

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

Citizens & Northern Corp Wellsboro, Pennsylvania $401M AUM 21.13% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

TrueFG Cedar Park, Texas $377M AUM 15.97% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return