Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-67,352
| Closed | -$2.13M | – | 634 |
|
|
2016
Q3 | $2.13M | Buy |
67,352
+663
| +1% | +$20.9K | 0.26% | 91 |
|
|
2016
Q2 | $2.26M | Buy |
66,689
+2,399
| +4% | +$81.3K | 0.31% | 75 |
|
|
2016
Q1 | $2.04M | Buy |
+64,290
| New | +$2.04M | 0.27% | 90 |
|
|
2014
Q3 | – | Sell |
-17,019
| Closed | -$484K | – | 556 |
|
|
2014
Q2 | $484K | Buy |
+17,019
| New | +$484K | 0.06% | 285 |
|