AWM
Activest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01K | Hold |
38
| – | – | ﹤0.01% | 688 |
|
|
2025
Q1 | $1.94K | Hold |
38
| – | – | ﹤0.01% | 661 |
|
|
2024
Q4 | $1.84K | Hold |
38
| – | – | ﹤0.01% | 434 |
|
|
2024
Q3 | $1.95K | Buy |
38
+1
| +3% | +$51 | ﹤0.01% | 431 |
|
|
2024
Q2 | $1.64K | Hold |
37
| – | – | ﹤0.01% | 414 |
|
|
2024
Q1 | $1.58K | Hold |
37
| – | – | ﹤0.01% | 315 |
|
|
2023
Q4 | $1.51K | Hold |
37
| – | – | ﹤0.01% | 280 |
|
|
2023
Q3 | $1.39K | Buy |
+37
| New | +$1.39K | ﹤0.01% | 287 |
|
|
2023
Q2 | – | Sell |
-42
| Closed | -$1.81K | – | 334 |
|
|
2023
Q1 | $1.81K | Buy |
+42
| New | +$1.81K | ﹤0.01% | 262 |
|
|
2022
Q3 | – | Sell |
-11
| Closed | -$1K | – | 503 |
|
|
2022
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 354 |
|
|
2022
Q1 | $1K | Buy |
11
+9
| +450% | +$818 | ﹤0.01% | 315 |
|
|
2021
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 349 |
|
|
2021
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 345 |
|
|
2021
Q2 | $1K | Sell |
2
-1
| -33% | -$500 | ﹤0.01% | 309 |
|
|
2021
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 282 |
|