EPG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49K | Buy |
931
+6
| +0.6% | +$316 | 0.01% | 227 |
|
|
2025
Q1 | $47.1K | Buy |
925
+5
| +0.5% | +$255 | 0.01% | 291 |
|
|
2024
Q4 | $44.8K | Sell |
920
-497
| -35% | -$24.2K | 0.01% | 304 |
|
|
2024
Q3 | $73.4K | Buy |
+1,417
| New | +$73.4K | 0.02% | 276 |
|
|
2024
Q2 | – | Sell |
-1,799
| Closed | -$76.3K | – | 290 |
|
|
2024
Q1 | $76.3K | Buy |
1,799
+8
| +0.4% | +$339 | 0.02% | 292 |
|
|
2023
Q4 | $69.2K | Buy |
1,791
+9
| +0.5% | +$348 | 0.02% | 285 |
|
|
2023
Q3 | $67.6K | Sell |
1,782
-77
| -4% | -$2.92K | 0.02% | 283 |
|
|
2023
Q2 | $78.6K | Sell |
1,859
-1,120
| -38% | -$47.4K | 0.02% | 271 |
|
|
2023
Q1 | $131K | Buy |
2,979
+1,024
| +52% | +$44.9K | 0.04% | 252 |
|
|
2022
Q4 | $89.1K | Buy |
1,955
+9
| +0.5% | +$410 | 0.03% | 239 |
|
|
2022
Q3 | $82K | Buy |
+1,946
| New | +$82K | 0.03% | 236 |
|
|
2022
Q2 | – | Sell |
-1,704
| Closed | -$82K | – | 270 |
|
|
2022
Q1 | $82K | Buy |
1,704
+10
| +0.6% | +$481 | 0.03% | 266 |
|
|
2021
Q4 | $78K | Buy |
1,694
+9
| +0.5% | +$414 | 0.03% | 268 |
|
|
2021
Q3 | $69K | Buy |
+1,685
| New | +$69K | 0.03% | 255 |
|
|
2020
Q2 | – | Sell |
-2,978
| Closed | -$107K | – | 364 |
|
|
2020
Q1 | $107K | Sell |
2,978
-7,168
| -71% | -$258K | 0.08% | 167 |
|
|
2019
Q4 | $429K | Buy |
+10,146
| New | +$429K | 0.31% | 53 |
|