Atlas Capital 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 | $1.79M | Sell |
34,041
-4,150
| -11% | -$218K | 0.22% | 94 |
|
|
2025
Q1 | $1.95M | Sell |
38,191
-2,850
| -7% | -$145K | 0.24% | 85 |
|
|
2024
Q4 | $2M | Sell |
41,041
-4,931
| -11% | -$240K | 0.25% | 80 |
|
|
2024
Q3 | $2.38M | Buy |
45,972
+7,501
| +19% | +$389K | 0.36% | 63 |
|
|
2024
Q2 | $1.69M | Buy |
38,471
+18,422
| +92% | +$810K | 0.22% | 88 |
|
|
2024
Q1 | $850K | Buy |
20,049
+1,363
| +7% | +$57.8K | 0.13% | 141 |
|
|
2023
Q4 | $764K | Buy |
18,686
+409
| +2% | +$16.7K | 0.11% | 150 |
|
|
2023
Q3 | $693K | Buy |
18,277
+4,019
| +28% | +$152K | 0.11% | 143 |
|
|
2023
Q2 | $603K | Sell |
14,258
-2,426
| -15% | -$103K | 0.09% | 169 |
|
|
2023
Q1 | $731K | Sell |
16,684
-16,110
| -49% | -$706K | 0.12% | 135 |
|
|
2022
Q4 | $1.49M | Buy |
32,794
+6,386
| +24% | +$291K | 0.25% | 78 |
|
|
2022
Q3 | $1.11M | Buy |
26,408
+9,863
| +60% | +$416K | 0.2% | 95 |
|
|
2022
Q2 | $747K | Buy |
16,545
+4,658
| +39% | +$210K | 0.13% | 138 |
|
|
2022
Q1 | $570K | Sell |
11,887
-3,880
| -25% | -$186K | 0.09% | 200 |
|
|
2021
Q4 | $730K | Buy |
15,767
+3,674
| +30% | +$170K | 0.11% | 161 |
|
|
2021
Q3 | $498K | Buy |
12,093
+186
| +2% | +$7.66K | 0.08% | 205 |
|
|
2021
Q2 | $489K | Buy |
11,907
+21
| +0.2% | +$862 | 0.08% | 208 |
|
|
2021
Q1 | $493K | Sell |
11,886
-1,805
| -13% | -$74.9K | 0.1% | 194 |
|
|
2020
Q4 | $556K | Buy |
13,691
+969
| +8% | +$39.3K | 0.12% | 164 |
|
|
2020
Q3 | $483K | Sell |
12,722
-1,405
| -10% | -$53.3K | 0.11% | 187 |
|
|
2020
Q2 | $515K | Sell |
14,127
-10,527
| -43% | -$384K | 0.12% | 176 |
|
|
2020
Q1 | $886K | Buy |
24,654
+8,778
| +55% | +$315K | 0.26% | 91 |
|
|
2019
Q4 | $672K | Buy |
15,876
+12,278
| +341% | +$519K | 0.17% | 156 |
|
|
2019
Q3 | $153K | Buy |
+3,598
| New | +$153K | 0.05% | 359 |
|