Gibson Wealth Advisors’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
Q1 | – | Sell |
-11,000
| Closed | -$536K | – | 38 |
|
2024
Q4 | $536K | Hold |
11,000
| – | – | 0.44% | 20 |
|
2024
Q3 | $570K | Hold |
11,000
| – | – | 0.46% | 20 |
|
2024
Q2 | $484K | Hold |
11,000
| – | – | 0.45% | 21 |
|
2024
Q1 | $467K | Buy |
+11,000
| New | +$467K | 0.45% | 21 |
|
2022
Q4 | $56.7M | Buy |
1,287,720
+1,267,280
| +6,200% | +$55.8M | 1.09% | 14 |
|
2022
Q3 | $863K | Hold |
20,440
| – | – | 0.99% | 12 |
|
2022
Q2 | $922K | Buy |
+20,440
| New | +$922K | 1.03% | 11 |
|