Axxcess 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,487
| Closed | -$336K | – | 886 |
|
|
2024
Q3 | $336K | Buy |
6,487
+703
| +12% | +$36.4K | 0.01% | 656 |
|
|
2024
Q2 | $254K | Buy |
+5,784
| New | +$254K | 0.01% | 705 |
|
|
2022
Q4 | – | Sell |
-11,093
| Closed | -$468K | – | 629 |
|
|
2022
Q3 | $468K | Buy |
11,093
+3,698
| +50% | +$156K | 0.04% | 326 |
|
|
2022
Q2 | $334K | Buy |
+7,395
| New | +$334K | 0.03% | 369 |
|