Estate Counselors’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 | $14.1M | Buy |
268,885
+172,150
| +178% | +$9.06M | 1.39% | 6 |
|
|
2025
Q1 | $4.93M | Sell |
96,735
-170
| -0.2% | -$8.66K | 0.51% | 24 |
|
|
2024
Q4 | $4.73M | Sell |
96,905
-4,735
| -5% | -$231K | 0.51% | 27 |
|
|
2024
Q3 | $5.27M | Hold |
101,640
| – | – | 0.55% | 24 |
|
|
2024
Q2 | $4.47M | Buy |
101,640
+110
| +0.1% | +$4.84K | 0.49% | 25 |
|
|
2024
Q1 | $4.31M | Hold |
101,530
| – | – | 0.49% | 20 |
|
|
2023
Q4 | $4.15M | Buy |
101,530
+60,620
| +148% | +$2.48M | 0.51% | 41 |
|
|
2023
Q3 | $1.55M | Hold |
40,910
| – | – | 0.21% | 60 |
|
|
2023
Q2 | $1.73M | Sell |
40,910
-111,100
| -73% | -$4.7M | 0.22% | 55 |
|
|
2023
Q1 | $6.66M | Buy |
152,010
+32,295
| +27% | +$1.42M | 0.88% | 27 |
|
|
2022
Q4 | $5.46M | Buy |
119,715
+390
| +0.3% | +$17.8K | 0.76% | 39 |
|
|
2022
Q3 | $5.04M | Sell |
119,325
-4,715
| -4% | -$199K | 0.78% | 33 |
|
|
2022
Q2 | $5.6M | Buy |
124,040
+3,000
| +2% | +$135K | 0.83% | 41 |
|
|
2022
Q1 | $5.8M | Hold |
121,040
| – | – | 0.75% | 42 |
|
|
2021
Q4 | $5.61M | Sell |
121,040
-20,770
| -15% | -$962K | 0.68% | 40 |
|
|
2021
Q3 | $5.84M | Sell |
141,810
-103,770
| -42% | -$4.27M | 0.73% | 38 |
|
|
2021
Q2 | $10.1M | Sell |
245,580
-84,535
| -26% | -$3.47M | 1.32% | 26 |
|
|
2021
Q1 | $13.7M | Sell |
330,115
-475
| -0.1% | -$19.7K | 2.01% | 13 |
|
|
2020
Q4 | $13.4M | Buy |
330,590
+46,730
| +16% | +$1.9M | 2.02% | 13 |
|
|
2020
Q3 | $10.8M | Buy |
283,860
+30,990
| +12% | +$1.18M | 1.67% | 18 |
|
|
2020
Q2 | $9.2M | Sell |
252,870
-88,430
| -26% | -$3.22M | 1.47% | 23 |
|
|
2020
Q1 | $12.3M | Buy |
341,300
+2,130
| +0.6% | +$76.5K | 2.02% | 14 |
|
|
2019
Q4 | $14.3M | Buy |
339,170
+5,600
| +2% | +$237K | 2.11% | 15 |
|
|
2019
Q3 | $14.2M | Buy |
333,570
+5,320
| +2% | +$226K | 2.18% | 15 |
|
|
2019
Q2 | $12.9M | Buy |
328,250
+40,500
| +14% | +$1.59M | 2.01% | 15 |
|
|
2019
Q1 | $11M | Buy |
+287,750
| New | +$11M | 1.89% | 23 |
|