AWM
Abound Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7
| Closed | -$300 | – | 1222 |
|
|
2024
Q1 | $300 | Buy |
+7
| New | +$300 | ﹤0.01% | 1133 |
|
|
2023
Q4 | – | Sell |
-12,092
| Closed | -$459K | – | 1380 |
|
|
2023
Q3 | $459K | Sell |
12,092
-3,335
| -22% | -$126K | 0.2% | 35 |
|
|
2023
Q2 | $652K | Sell |
15,427
-28,685
| -65% | -$1.21M | 0.27% | 30 |
|
|
2023
Q1 | $1.93M | Sell |
44,112
-11,223
| -20% | -$492K | 0.87% | 18 |
|
|
2022
Q4 | $2.52M | Buy |
55,335
+34,985
| +172% | +$1.59M | 1.23% | 16 |
|
|
2022
Q3 | $859K | Buy |
20,350
+4,108
| +25% | +$173K | 0.46% | 26 |
|
|
2022
Q2 | $733K | Buy |
+16,242
| New | +$733K | 0.41% | 28 |
|