EPG Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$61.2K	Buy	1,036 +5	+0.5%	+$290	0.02%	221
2025 Q4	$56.9K	Buy	1,031 +5	+0.5%	+$286	0.02%	222
2025 Q3	$57.9K	Buy	1,026 +95	+10%	+$5.19K	0.02%	217
2025 Q2	$49K	Buy	931 +6	+0.6%	+$309	0.01%	227
2025 Q1	$47.1K	Buy	925 +5	+0.5%	+$252	0.01%	295
2024 Q4	$44.8K	Sell	920 -497	-35%	-$25.4K	0.01%	304
2024 Q3	$73.4K	Buy	+1,417	New	+$67.8K	0.02%	276
2024 Q2	–	Sell	-1,799	Closed	-$79.7K	–	290
2024 Q1	$76.3K	Buy	1,799 +8	+0.4%	+$322	0.02%	292
2023 Q4	$69.2K	Buy	1,791 +9	+0.5%	+$353	0.02%	285
2023 Q3	$67.6K	Sell	1,782 -77	-4%	-$3.2K	0.02%	283
2023 Q2	$78.6K	Sell	1,859 -1,120	-38%	-$48.7K	0.02%	271
2023 Q1	$131K	Buy	2,979 +1,024	+52%	+$45K	0.04%	252
2022 Q4	$89.1K	Buy	1,955 +9	+0.5%	+$396	0.03%	239
2022 Q3	$82K	Buy	+1,946	New	+$91.8K	0.03%	236
2022 Q2	–	Sell	-1,704	Closed	-$82K	–	270
2022 Q1	$82K	Buy	1,704 +10	+0.6%	+$448	0.03%	266
2021 Q4	$78K	Buy	1,694 +9	+0.5%	+$393	0.03%	268
2021 Q3	$69K	Buy	+1,685	New	+$72.7K	0.03%	255
2020 Q2	–	Sell	-2,978	Closed	-$107K	–	364
2020 Q1	$107K	Sell	2,978 -7,168	-71%	-$298K	0.08%	167
2019 Q4	$429K	Buy	+10,146	New	+$422K	0.31%	53