Carson Wealth (CWM LLC)’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42K | Buy |
800
+5
| +0.6% | +$263 | ﹤0.01% | 3411 |
|
|
2025
Q1 | $41K | Buy |
795
+5
| +0.6% | +$258 | ﹤0.01% | 3136 |
|
|
2024
Q4 | $39K | Sell |
790
-449
| -36% | -$22.2K | ﹤0.01% | 2969 |
|
|
2024
Q3 | $64K | Buy |
1,239
+93
| +8% | +$4.8K | ﹤0.01% | 2506 |
|
|
2024
Q2 | $50K | Buy |
1,146
+456
| +66% | +$19.9K | ﹤0.01% | 2473 |
|
|
2024
Q1 | $29K | Sell |
690
-5
| -0.7% | -$210 | ﹤0.01% | 2651 |
|
|
2023
Q4 | $28K | Buy |
695
+16
| +2% | +$645 | ﹤0.01% | 2555 |
|
|
2023
Q3 | $26K | Buy |
+679
| New | +$26K | ﹤0.01% | 2502 |
|
|
2022
Q3 | – | Sell |
-189
| Closed | -$9K | – | 3983 |
|
|
2022
Q2 | $9K | Sell |
189
-156
| -45% | -$7.43K | ﹤0.01% | 2631 |
|
|
2022
Q1 | $17K | Buy |
+345
| New | +$17K | ﹤0.01% | 2168 |
|
|
2018
Q1 | – | Sell |
-251
| Closed | -$9K | – | 1454 |
|
|
2017
Q4 | $9K | Hold |
251
| – | – | ﹤0.01% | 908 |
|
|
2017
Q3 | $9K | Hold |
251
| – | – | ﹤0.01% | 914 |
|
|
2017
Q2 | $8K | Hold |
251
| – | – | ﹤0.01% | 813 |
|
|
2017
Q1 | $8K | Hold |
251
| – | – | ﹤0.01% | 792 |
|
|
2016
Q4 | $8K | Hold |
251
| – | – | ﹤0.01% | 767 |
|
|
2016
Q3 | $8K | Hold |
251
| – | – | ﹤0.01% | 739 |
|
|
2016
Q2 | $8K | Buy |
+251
| New | +$8K | ﹤0.01% | 574 |
|