Global Wealth Management Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-155
| Closed | -$6.33K | – | 253 |
|
|
2023
Q4 | $6.33K | Sell |
155
-1,020
| -87% | -$41.7K | ﹤0.01% | 320 |
|
|
2023
Q3 | $44.6K | Hold |
1,175
| – | – | 0.01% | 200 |
|
|
2023
Q2 | $49.7K | Buy |
+1,175
| New | +$49.7K | 0.01% | 192 |
|
|
2022
Q3 | – | Sell |
-1,250
| Closed | -$56K | – | 265 |
|
|
2022
Q2 | $56K | Hold |
1,250
| – | – | 0.02% | 171 |
|
|
2022
Q1 | $60K | Buy |
1,250
+451
| +56% | +$21.6K | 0.02% | 179 |
|
|
2021
Q4 | $37K | Sell |
799
-503
| -39% | -$23.3K | 0.01% | 210 |
|
|
2021
Q3 | $54K | Buy |
1,302
+705
| +118% | +$29.2K | 0.02% | 198 |
|
|
2021
Q2 | $24K | Buy |
+597
| New | +$24K | 0.01% | 239 |
|