BerganKDV Wealth Management’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
2023
Q2
$12.6K Hold
297
﹤0.01% 535
2023
Q1
$13K Hold
297
﹤0.01% 567
2022
Q4
$13.5K Sell
297
-8
-3% -$365 ﹤0.01% 541
2022
Q3
$13K Buy
+305
New +$13K ﹤0.01% 538