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Carolina Wealth Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Carolina Wealth Advisors’s Portfolio FUTY Stock Details FUTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-195
Closed -$8K – 296
2021
Q1 		$8K Buy
+195
New +$7.86K 0.01% 214

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Carolina Wealth Advisors's FUTY Position: Q2 2021 in Review

Carolina Wealth Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2021, closing a stake of 195 shares — an estimated $8K sold.

Carolina Wealth Advisors first reported a position in FUTY in Q1 2021 and held it in 1 quarter. The position peaked at $8K in Q1 2021. 138 funds tracked by Wall St. Rank hold FUTY as of Q2 2021.

  • Carolina Wealth Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2021 after selling out during the quarter.
  • Carolina Wealth Advisors sold 195 Fidelity MSCI Utilities Index ETF shares in Q2 2021, an estimated $8K.
  • Carolina Wealth Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2021 and held it in 1 quarter.
  • Carolina Wealth Advisors's Fidelity MSCI Utilities Index ETF position peaked at $8K in Q1 2021.
  • 138 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2021.

Based on Carolina Wealth Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.