BCM
Beaumont Capital Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-145,900
| Closed | -$6.99M | – | 35 |
|
|
2022
Q1 | $6.99M | Sell |
145,900
-980
| -0.7% | -$47K | 4.5% | 6 |
|
|
2021
Q4 | $6.8M | Sell |
146,880
-42,692
| -23% | -$1.98M | 3.93% | 6 |
|
|
2021
Q3 | $7.8M | Buy |
189,572
+29,269
| +18% | +$1.2M | 6.69% | 3 |
|
|
2021
Q2 | $6.58M | Buy |
160,303
+7,868
| +5% | +$323K | 6.47% | 2 |
|
|
2021
Q1 | $6.33M | Sell |
152,435
-13,925
| -8% | -$578K | 6.28% | 4 |
|
|
2020
Q4 | $6.75M | Buy |
+166,360
| New | +$6.75M | 6.75% | 5 |
|