Arkadios Wealth Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $770K | Sell |
14,648
-68,706
| -82% | -$3.61M | 0.02% | 667 |
|
|
2025
Q1 | $4.25M | Buy |
83,354
+78,065
| +1,476% | +$3.98M | 0.16% | 142 |
|
|
2024
Q4 | $258K | Sell |
5,289
-1,001
| -16% | -$48.8K | 0.01% | 773 |
|
|
2024
Q3 | $326K | Buy |
6,290
+15
| +0.2% | +$777 | 0.02% | 676 |
|
|
2024
Q2 | $276K | Buy |
6,275
+980
| +19% | +$43.1K | 0.02% | 659 |
|
|
2024
Q1 | $225K | Hold |
5,295
| – | – | 0.02% | 626 |
|
|
2023
Q4 | $216K | Sell |
5,295
-75
| -1% | -$3.07K | 0.02% | 628 |
|
|
2023
Q3 | $204K | Sell |
5,370
-30
| -0.6% | -$1.14K | 0.02% | 618 |
|
|
2023
Q2 | $228K | Buy |
+5,400
| New | +$228K | 0.03% | 528 |
|
|
2022
Q2 | – | Sell |
-4,307
| Closed | -$206K | – | 564 |
|
|
2022
Q1 | $206K | Sell |
4,307
-2,170
| -34% | -$104K | 0.03% | 528 |
|
|
2021
Q4 | $300K | Hold |
6,477
| – | – | 0.04% | 447 |
|
|
2021
Q3 | $266K | Sell |
6,477
-1,415
| -18% | -$58.1K | 0.04% | 431 |
|
|
2021
Q2 | $323K | Buy |
7,892
+4,303
| +120% | +$176K | 0.04% | 436 |
|
|
2021
Q1 | $148K | Sell |
3,589
-1,368
| -28% | -$56.4K | 0.02% | 456 |
|
|
2020
Q4 | $201K | Buy |
4,957
+3,078
| +164% | +$125K | 0.04% | 325 |
|
|
2020
Q3 | $76.8K | Buy |
1,879
+84
| +5% | +$3.43K | 0.04% | 334 |
|
|
2020
Q2 | $67.6K | Sell |
1,795
-371
| -17% | -$14K | 0.04% | 319 |
|
|
2020
Q1 | $77.8K | Buy |
2,166
+1,799
| +490% | +$64.6K | 0.05% | 272 |
|
|
2019
Q4 | $16.7K | Buy |
+367
| New | +$16.7K | 0.01% | 493 |
|