Beam Wealth Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $895K | Sell |
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|
2025
Q2 | $835K | Sell |
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|
2025
Q1 | $812K | Sell |
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|
2024
Q4 | $856K | Sell |
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|
2024
Q3 | $956K | Buy |
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|
2024
Q2 | $795K | Sell |
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|
2024
Q1 | $802K | Buy |
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|
2023
Q4 | $660K | Sell |
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|
2023
Q3 | $706K | Buy |
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|
2023
Q2 | $570K | Sell |
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|
2023
Q1 | $617K | Sell |
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|
2022
Q4 | $646K | Buy |
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|
2022
Q3 | $591K | Buy |
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|
2022
Q2 | $622K | Sell |
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|
2022
Q1 | $732K | Sell |
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|
2021
Q4 | $710K | Buy |
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|
2021
Q3 | $607K | Buy |
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|
2021
Q2 | $556K | Buy |
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|
2021
Q1 | $541K | Buy |
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|
2020
Q4 | $508K | Buy |
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|
2020
Q3 | $463K | Buy |
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|
2020
Q2 | $438K | Sell |
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|
2020
Q1 | $458K | Sell |
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|
2019
Q4 | $1.27M | Buy |
|