Carson Wealth (CWM LLC)’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $163K | Buy |
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|
2025
Q2 | $42K | Buy |
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|
2025
Q1 | $41K | Buy |
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|
2024
Q4 | $39K | Sell |
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|
2024
Q3 | $64K | Buy |
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|
2024
Q2 | $50K | Buy |
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|
2024
Q1 | $29K | Sell |
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|
2023
Q4 | $28K | Buy |
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|
2023
Q3 | $26K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $9K | Sell |
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|
2022
Q1 | $17K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $9K | Hold |
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|
2017
Q3 | $9K | Hold |
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|
2017
Q2 | $8K | Hold |
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|
2017
Q1 | $8K | Hold |
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|
2016
Q4 | $8K | Hold |
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|
2016
Q3 | $8K | Hold |
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|
2016
Q2 | $8K | Buy |
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