B.O.S.S. Retirement 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
Q4
Sell
-15,734
Closed -$815K 230
2024
Q3
$815K Buy
15,734
+3,074
+24% +$159K 0.16% 132
2024
Q2
$557K Buy
12,660
+4,315
+52% +$190K 0.14% 127
2024
Q1
$341K Sell
8,345
-104
-1% -$4.25K 0.13% 110
2023
Q4
$345K Buy
+8,449
New +$345K 0.07% 198