Carson Wealth (CWM LLC)
FUTY icon

Carson Wealth (CWM LLC)’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$603K Buy
10,206
+5,473
+116% +$317K ﹤0.01% 1882
2025
Q4 		$261K Buy
4,733
+1,847
+64% +$106K ﹤0.01% 2348
2025
Q3 		$163K Buy
2,886
+2,086
+261% +$114K ﹤0.01% 2602
2025
Q2 		$42K Buy
800
+5
+0.6% +$257 ﹤0.01% 3413
2025
Q1 		$41K Buy
795
+5
+0.6% +$252 ﹤0.01% 3139
2024
Q4 		$39K Sell
790
-449
-36% -$22.9K ﹤0.01% 2971
2024
Q3 		$64K Buy
1,239
+93
+8% +$4.45K ﹤0.01% 2508
2024
Q2 		$50K Buy
1,146
+456
+66% +$20.2K ﹤0.01% 2475
2024
Q1 		$29K Sell
690
-5
-0.7% -$201 ﹤0.01% 2653
2023
Q4 		$28K Buy
695
+16
+2% +$628 ﹤0.01% 2557
2023
Q3 		$26K Buy
+679
New +$28.2K ﹤0.01% 2503
2022
Q3 		– Sell
-189
Closed -$9K – 4003
2022
Q2 		$9K Sell
189
-156
-45% -$7.27K ﹤0.01% 2634
2022
Q1 		$17K Buy
+345
New +$15.4K ﹤0.01% 2171
2018
Q1 		– Sell
-251
Closed -$9K – 1455
2017
Q4 		$9K Hold
251
– – ﹤0.01% 909
2017
Q3 		$9K Hold
251
– – ﹤0.01% 915
2017
Q2 		$8K Hold
251
– – ﹤0.01% 814
2017
Q1 		$8K Hold
251
– – ﹤0.01% 793
2016
Q4 		$8K Hold
251
– – ﹤0.01% 768
2016
Q3 		$8K Hold
251
– – ﹤0.01% 740
2016
Q2 		$8K Buy
+251
New +$7.97K ﹤0.01% 575

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