Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,322
| Closed | -$45K | – | 2497 |
|
|
2017
Q2 | $45K | Buy |
1,322
+322
| +32% | +$11K | ﹤0.01% | 2578 |
|
|
2017
Q1 | $33K | Sell |
1,000
-1,433
| -59% | -$47.3K | ﹤0.01% | 2740 |
|
|
2016
Q4 | $77K | Buy |
+2,433
| New | +$77K | ﹤0.01% | 2029 |
|
|
2016
Q3 | – | Sell |
-700
| Closed | -$24K | – | 4418 |
|
|
2016
Q2 | $24K | Sell |
700
-340
| -33% | -$11.7K | ﹤0.01% | 2630 |
|
|
2016
Q1 | $33K | Buy |
1,040
+40
| +4% | +$1.27K | ﹤0.01% | 2372 |
|
|
2015
Q4 | $28K | Buy |
1,000
+700
| +233% | +$19.6K | ﹤0.01% | 2563 |
|
|
2015
Q3 | $8K | Buy |
+300
| New | +$8K | ﹤0.01% | 3301 |
|
|
2014
Q3 | – | Sell |
-197
| Closed | -$6K | – | 3902 |
|
|
2014
Q2 | $6K | Buy |
+197
| New | +$6K | ﹤0.01% | 3035 |
|