Atlas Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,117
| Closed | -$536K | – | 36 |
|
|
2023
Q4 | $536K | Sell |
13,117
-12,635
| -49% | -$516K | 0.88% | 12 |
|
|
2023
Q3 | $977K | Buy |
25,752
+12,145
| +89% | +$461K | 0.76% | 11 |
|
|
2023
Q2 | $575K | Sell |
13,607
-41,620
| -75% | -$1.76M | 0.81% | 11 |
|
|
2023
Q1 | $2.42M | Buy |
55,227
+9,185
| +20% | +$402K | 3.27% | 7 |
|
|
2022
Q4 | $2.1M | Buy |
46,042
+18,743
| +69% | +$854K | 2.89% | 8 |
|
|
2022
Q3 | $1.15M | Buy |
+27,299
| New | +$1.15M | 1.89% | 7 |
|