Concord Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53K | Hold |
29
| – | – | ﹤0.01% | 741 |
|
|
2025
Q1 | $1.48K | Hold |
29
| – | – | ﹤0.01% | 704 |
|
|
2024
Q4 | $1.41K | Hold |
29
| – | – | ﹤0.01% | 748 |
|
|
2024
Q3 | $1.5K | Sell |
29
-3
| -9% | -$155 | ﹤0.01% | 780 |
|
|
2024
Q2 | $1.41K | Hold |
32
| – | – | ﹤0.01% | 697 |
|
|
2024
Q1 | $1.36K | Hold |
32
| – | – | ﹤0.01% | 777 |
|
|
2023
Q4 | $1.31K | Sell |
32
-31
| -49% | -$1.27K | ﹤0.01% | 745 |
|
|
2023
Q3 | $2.39K | Sell |
63
-16
| -20% | -$607 | ﹤0.01% | 843 |
|
|
2023
Q2 | $3.34K | Sell |
79
-5
| -6% | -$211 | ﹤0.01% | 791 |
|
|
2023
Q1 | $3.68K | Sell |
84
-280
| -77% | -$12.3K | ﹤0.01% | 722 |
|
|
2022
Q4 | $16.6K | Buy |
+364
| New | +$16.6K | 0.01% | 560 |
|
|
2022
Q3 | – | Sell |
-84
| Closed | -$4K | – | 525 |
|
|
2022
Q2 | $4K | Hold |
84
| – | – | ﹤0.01% | 867 |
|
|
2022
Q1 | $4K | Sell |
84
-119
| -59% | -$5.67K | ﹤0.01% | 963 |
|
|
2021
Q4 | $9K | Buy |
203
+149
| +276% | +$6.61K | ﹤0.01% | 803 |
|
|
2021
Q3 | $2K | Sell |
54
-42
| -44% | -$1.56K | ﹤0.01% | 750 |
|
|
2021
Q2 | $4K | Sell |
96
-80
| -45% | -$3.33K | ﹤0.01% | 766 |
|
|
2021
Q1 | $7K | Buy |
176
+145
| +468% | +$5.77K | ﹤0.01% | 626 |
|
|
2020
Q4 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 621 |
|