Insight Wealth Strategies, LLC Fidelity Covington Tr Msci Rea Transaction History

Insight Wealth Strategies, LLC

$749 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 01, 2022	SELL	$26.0 - $33.6 $686,556 - $887,241	-26,406 Closed	0 $0
Q1 2022 Apr 12, 2022	BUY	$29.92 - $34.45 $4,488 - $5,167	150 Added 0.57%	26,406 $855,000
Q4 2021 Jan 31, 2022	SELL	$30.63 - $34.72 $83,405 - $94,542	-2,723 Reduced 9.4%	26,256 $912,000
Q3 2021 Oct 28, 2021	SELL	$30.4 - $33.1 $31,068 - $33,828	-1,022 Reduced 3.41%	28,979 $881,000
Q2 2021 Aug 12, 2021	BUY	$27.96 - $31.54 $838,827 - $946,231	30,001 New	30,001 $913,000
Q4 2020 Feb 05, 2021	SELL	$22.63 - $25.83 $208,852 - $238,385	-9,229 Closed	0 $0
Q3 2020 Oct 29, 2020	BUY	$22.54 - $24.87 $1,577 - $1,740	70 Added 0.76%	9,229 $217,000
Q2 2020 Jul 31, 2020	SELL	$19.2 - $25.77 $158,457 - $212,679	-8,253 Reduced 47.4%	9,159 $214,000
Q1 2020 Apr 21, 2020	SELL	$16.9 - $29.89 $851,337 - $1.51 Million	-50,375 Reduced 74.31%	17,412 $362,000
Q4 2019 Feb 21, 2020	BUY	$26.94 - $28.5 $1.09 Million - $1.16 Million	40,614 Added 149.46%	67,787 $1.89 Million
Q3 2019 Nov 06, 2019	SELL	$26.1 - $28.11 $589,442 - $634,836	-22,584 Reduced 45.39%	27,173 $758,000
Q2 2019 Aug 06, 2019	BUY	$25.24 - $27.35 $1.26 Million - $1.36 Million	49,757 New	49,757 $1.3 Million

Others Institutions Holding FREL

# of Institutions

210

Shares Held

14.7M

Call Options Held

0

Put Options Held

0

About FIDELITY COVINGTON TR MSCI REA

Ticker FREL
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