BKM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Hold |
4,960
| – | – | 0.1% | 136 |
|
|
2025
Q1 | $253K | Hold |
4,960
| – | – | 0.1% | 137 |
|
|
2024
Q4 | $242K | Hold |
4,960
| – | – | 0.1% | 148 |
|
|
2024
Q3 | $257K | Hold |
4,960
| – | – | 0.1% | 147 |
|
|
2024
Q2 | $218K | Hold |
4,960
| – | – | 0.1% | 137 |
|
|
2024
Q1 | $210K | Sell |
4,960
-310
| -6% | -$13.2K | 0.09% | 154 |
|
|
2023
Q4 | $215K | Buy |
+5,270
| New | +$215K | 0.09% | 150 |
|