Disciplined Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,500
| Closed | -$106K | – | 646 |
|
|
2023
Q2 | $106K | Hold |
2,500
| – | – | 0.06% | 143 |
|
|
2023
Q1 | $110K | Hold |
2,500
| – | – | 0.05% | 160 |
|
|
2022
Q4 | $114K | Hold |
2,500
| – | – | 0.06% | 135 |
|
|
2022
Q3 | $106K | Hold |
2,500
| – | – | 0.05% | 154 |
|
|
2022
Q2 | $113K | Hold |
2,500
| – | – | 0.05% | 156 |
|
|
2022
Q1 | $120K | Hold |
2,500
| – | – | 0.05% | 153 |
|
|
2021
Q4 | $116K | Hold |
2,500
| – | – | 0.05% | 142 |
|
|
2021
Q3 | $103K | Hold |
2,500
| – | – | 0.05% | 144 |
|
|
2021
Q2 | $103K | Buy |
+2,500
| New | +$103K | 0.05% | 144 |
|
|
2020
Q4 | – | Sell |
-52
| Closed | -$2K | – | 343 |
|
|
2020
Q3 | $2K | Hold |
52
| – | – | ﹤0.01% | 340 |
|
|
2020
Q2 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 351 |
|