Foundations Investment Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-27,581
| Closed | -$1.15M | – | 127 |
|
|
2019
Q4 | $1.15M | Buy |
27,581
+3,177
| +13% | +$133K | 0.14% | 61 |
|
|
2019
Q3 | $1.02M | Buy |
24,404
+3,354
| +16% | +$141K | 0.13% | 63 |
|
|
2019
Q2 | $841K | Buy |
21,050
+8,244
| +64% | +$329K | 0.13% | 62 |
|
|
2019
Q1 | $490K | Buy |
+12,806
| New | +$490K | 0.09% | 61 |
|