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
2026 Q1	$773K	Sell	13,089 -1,661	-11%	-$96.3K	0.19%	80
2025 Q4	$815K	Sell	14,750 -1,096	-7%	-$62.8K	0.22%	76
2025 Q3	$895K	Sell	15,846 -34	-0.2%	-$1.86K	0.24%	79
2025 Q2	$835K	Sell	15,880 -61	-0.4%	-$3.14K	0.25%	80
2025 Q1	$812K	Sell	15,941 -1,614	-9%	-$81.3K	0.27%	74
2024 Q4	$856K	Sell	17,555 -897	-5%	-$45.8K	0.27%	71
2024 Q3	$956K	Buy	18,452 +374	+2%	+$17.9K	0.29%	64
2024 Q2	$795K	Sell	18,078 -823	-4%	-$36.5K	0.26%	70
2024 Q1	$802K	Buy	18,901 +2,759	+17%	+$111K	0.48%	46
2023 Q4	$660K	Sell	16,142 -2,475	-13%	-$97.2K	0.42%	47
2023 Q3	$706K	Buy	18,617 +5,133	+38%	+$213K	0.5%	44
2023 Q2	$570K	Sell	13,484 -607	-4%	-$26.4K	0.4%	48
2023 Q1	$617K	Sell	14,091 -86	-0.6%	-$3.78K	0.62%	47
2022 Q4	$646K	Buy	14,177 +178	+1%	+$7.83K	0.67%	45
2022 Q3	$591K	Buy	13,999 +217	+2%	+$10.2K	0.66%	51
2022 Q2	$622K	Sell	13,782 -1,498	-10%	-$69.8K	0.69%	51
2022 Q1	$732K	Sell	15,280 -40	-0.3%	-$1.79K	0.84%	40
2021 Q4	$710K	Buy	15,320 +579	+4%	+$25.3K	0.81%	40
2021 Q3	$607K	Buy	14,741 +1,193	+9%	+$51.4K	0.52%	61
2021 Q2	$556K	Buy	13,548 +515	+4%	+$21.8K	0.48%	69
2021 Q1	$541K	Buy	13,033 +512	+4%	+$20.6K	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%	-$32.9K	0.44%	70
2020 Q1	$458K	Sell	12,749 -17,351	-58%	-$722K	0.45%	73
2019 Q4	$1.27M	Buy	+30,100	New	+$1.25M	1.19%	21