Global Retirement Partners’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 | $72.4K | Buy |
+1,377
| New | +$72.4K | ﹤0.01% | 1585 |
|
|
2024
Q4 | $135K | Buy |
2,769
+315
| +13% | +$15.4K | ﹤0.01% | 1127 |
|
|
2024
Q3 | $127K | Sell |
2,454
-346
| -12% | -$17.9K | ﹤0.01% | 1113 |
|
|
2024
Q2 | $123K | Hold |
2,800
| – | – | ﹤0.01% | 1092 |
|
|
2024
Q1 | $119K | Sell |
2,800
-127
| -4% | -$5.39K | ﹤0.01% | 1010 |
|
|
2023
Q4 | $118K | Sell |
2,927
-1,447
| -33% | -$58.3K | ﹤0.01% | 964 |
|
|
2023
Q3 | $160K | Buy |
4,374
+1,758
| +67% | +$64.1K | 0.01% | 756 |
|
|
2023
Q2 | $111K | Sell |
2,616
-5
| -0.2% | -$211 | 0.01% | 904 |
|
|
2023
Q1 | $115K | Buy |
2,621
+2,616
| +52,320% | +$115K | 0.01% | 856 |
|
|
2022
Q4 | $228 | Hold |
5
| – | – | ﹤0.01% | 2929 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 2782 |
|
|
2022
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 2742 |
|
|
2022
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2674 |
|
|
2021
Q4 | – | Sell |
-5
| Closed | – | – | 808 |
|
|
2021
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 2013 |
|
|
2021
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1884 |
|
|
2019
Q4 | – | Sell |
-6,800
| Closed | -$289K | – | 1651 |
|
|
2019
Q3 | $289K | Sell |
6,800
-884
| -12% | -$37.6K | 0.05% | 302 |
|
|
2019
Q2 | $302K | Sell |
7,684
-634
| -8% | -$24.9K | 0.06% | 268 |
|
|
2019
Q1 | $319K | Sell |
8,318
-10,110
| -55% | -$388K | 0.08% | 219 |
|
|
2018
Q4 | $643K | Sell |
18,428
-207
| -1% | -$7.22K | 0.16% | 121 |
|
|
2018
Q3 | $649K | Sell |
18,635
-469
| -2% | -$16.3K | 0.15% | 132 |
|
|
2018
Q2 | $654K | Sell |
19,104
-5,040
| -21% | -$173K | 0.17% | 125 |
|
|
2018
Q1 | $798K | Sell |
24,144
-7,539
| -24% | -$249K | 0.22% | 94 |
|
|
2017
Q4 | $1.09M | Buy |
31,683
+8,334
| +36% | +$288K | 0.3% | 63 |
|
|
2017
Q3 | $806K | Sell |
23,349
-6,707
| -22% | -$232K | 0.33% | 55 |
|
|
2017
Q2 | $1.02M | Buy |
30,056
+4,483
| +18% | +$151K | 0.48% | 38 |
|
|
2017
Q1 | $852K | Buy |
25,573
+25,245
| +7,697% | +$841K | 0.48% | 32 |
|
|
2016
Q4 | $10K | Buy |
+328
| New | +$10K | 0.01% | 688 |
|