Beam Wealth 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 | $835K | Sell |
15,880
-61
| -0.4% | -$3.21K | 0.25% | 80 |
|
|
2025
Q1 | $812K | Sell |
15,941
-1,614
| -9% | -$82.2K | 0.27% | 74 |
|
|
2024
Q4 | $856K | Sell |
17,555
-897
| -5% | -$43.7K | 0.27% | 71 |
|
|
2024
Q3 | $956K | Buy |
18,452
+374
| +2% | +$19.4K | 0.29% | 64 |
|
|
2024
Q2 | $795K | Sell |
18,078
-823
| -4% | -$36.2K | 0.26% | 70 |
|
|
2024
Q1 | $802K | Buy |
18,901
+2,759
| +17% | +$117K | 0.48% | 46 |
|
|
2023
Q4 | $660K | Sell |
16,142
-2,475
| -13% | -$101K | 0.42% | 47 |
|
|
2023
Q3 | $706K | Buy |
18,617
+5,133
| +38% | +$195K | 0.5% | 44 |
|
|
2023
Q2 | $570K | Sell |
13,484
-607
| -4% | -$25.7K | 0.4% | 48 |
|
|
2023
Q1 | $617K | Sell |
14,091
-86
| -0.6% | -$3.77K | 0.62% | 47 |
|
|
2022
Q4 | $646K | Buy |
14,177
+178
| +1% | +$8.11K | 0.67% | 45 |
|
|
2022
Q3 | $591K | Buy |
13,999
+217
| +2% | +$9.16K | 0.66% | 51 |
|
|
2022
Q2 | $622K | Sell |
13,782
-1,498
| -10% | -$67.6K | 0.69% | 51 |
|
|
2022
Q1 | $732K | Sell |
15,280
-40
| -0.3% | -$1.92K | 0.84% | 40 |
|
|
2021
Q4 | $710K | Buy |
15,320
+579
| +4% | +$26.8K | 0.81% | 40 |
|
|
2021
Q3 | $607K | Buy |
14,741
+1,193
| +9% | +$49.1K | 0.52% | 61 |
|
|
2021
Q2 | $556K | Buy |
13,548
+515
| +4% | +$21.1K | 0.48% | 69 |
|
|
2021
Q1 | $541K | Buy |
13,033
+512
| +4% | +$21.3K | 0.48% | 71 |
|
|
2020
Q4 | $508K | Buy |
12,521
+323
| +3% | +$13.1K | 0.48% | 73 |
|
|
2020
Q3 | $463K | Buy |
12,198
+331
| +3% | +$12.6K | 0.43% | 73 |
|
|
2020
Q2 | $438K | Sell |
11,867
-882
| -7% | -$32.6K | 0.44% | 70 |
|
|
2020
Q1 | $458K | Sell |
12,749
-17,351
| -58% | -$623K | 0.45% | 73 |
|
|
2019
Q4 | $1.27M | Buy |
+30,100
| New | +$1.27M | 1.19% | 21 |
|