Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $269K | Buy |
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|
2025
Q2 | $226K | Sell |
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|
2025
Q1 | $445K | Buy |
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|
2024
Q4 | $203K | Hold |
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|
2024
Q3 | $216K | Hold |
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|
2024
Q2 | $183K | Hold |
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|
2024
Q1 | $176K | Hold |
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|
2023
Q4 | $170K | Hold |
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|
2023
Q3 | $158K | Hold |
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|
2023
Q2 | $176K | Hold |
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|
2023
Q1 | $182K | Hold |
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|
2022
Q4 | $190K | Buy |
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|
2022
Q3 | $168K | Sell |
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|
2022
Q2 | $233K | Buy |
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|
2022
Q1 | $195K | Sell |
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|
2021
Q4 | $203K | Buy |
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|
2021
Q3 | $145K | Buy |
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|
2021
Q2 | $85K | Buy |
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|
2021
Q1 | $22K | Hold |
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|
2020
Q4 | $21K | Buy |
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|
2020
Q3 | $11K | Hold |
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|
2020
Q2 | $10K | Sell |
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|
2020
Q1 | $145K | Buy |
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|
2019
Q4 | $117K | Hold |
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|
2019
Q3 | $118K | Hold |
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|
2019
Q2 | $110K | Hold |
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|
2019
Q1 | $107K | Buy |
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|
2018
Q4 | $93K | Hold |
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|
2018
Q3 | $93K | Buy |
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|
2018
Q2 | $25K | Buy |
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|
2018
Q1 | $19K | Buy |
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|
2017
Q4 | $10K | Buy |
|