Avantax Advisory Services’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 | $1.72M | Sell |
32,785
-4,574
| -12% | -$241K | 0.01% | 878 |
|
|
2025
Q1 | $1.9M | Sell |
37,359
-5,777
| -13% | -$294K | 0.01% | 761 |
|
|
2024
Q4 | $2.1M | Sell |
43,136
-741
| -2% | -$36.1K | 0.01% | 690 |
|
|
2024
Q3 | $2.27M | Buy |
43,877
+18,234
| +71% | +$945K | 0.01% | 640 |
|
|
2024
Q2 | $1.13M | Sell |
25,643
-1,375
| -5% | -$60.4K | 0.01% | 917 |
|
|
2024
Q1 | $1.15M | Buy |
27,018
+75
| +0.3% | +$3.18K | 0.01% | 700 |
|
|
2023
Q4 | $1.1M | Buy |
+26,943
| New | +$1.1M | 0.01% | 676 |
|
|
2022
Q4 | – | Sell |
-6,585
| Closed | -$278K | – | 1432 |
|
|
2022
Q3 | $278K | Sell |
6,585
-797
| -11% | -$33.6K | ﹤0.01% | 1046 |
|
|
2022
Q2 | $333K | Sell |
7,382
-1,421
| -16% | -$64.1K | 0.01% | 963 |
|
|
2022
Q1 | $421K | Buy |
+8,803
| New | +$421K | 0.01% | 854 |
|
|
2021
Q2 | – | Sell |
-7,022
| Closed | -$290K | – | 1149 |
|
|
2021
Q1 | $290K | Sell |
7,022
-2,888
| -29% | -$119K | 0.01% | 820 |
|
|
2020
Q4 | $400K | Sell |
9,910
-7,485
| -43% | -$302K | 0.01% | 626 |
|
|
2020
Q3 | $667K | Sell |
17,395
-3,260
| -16% | -$125K | 0.01% | 698 |
|
|
2020
Q2 | $755K | Buy |
20,655
+1,310
| +7% | +$47.9K | 0.02% | 392 |
|
|
2020
Q1 | $695K | Buy |
+19,345
| New | +$695K | 0.02% | 361 |
|