Graham Capital Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,786
| Closed | -$2.1M | – | 82 |
|
|
2023
Q1 | $2.1M | Sell |
4,786
-261
| -5% | -$114K | 0.3% | 44 |
|
|
2022
Q4 | $230K | Sell |
5,047
-563
| -10% | -$25.7K | 0.41% | 40 |
|
|
2022
Q3 | $237K | Sell |
5,610
-144
| -3% | -$6.08K | 0.28% | 50 |
|
|
2022
Q2 | $260K | Sell |
5,754
-420
| -7% | -$19K | 0.23% | 74 |
|
|
2022
Q1 | $296K | Sell |
6,174
-22,935
| -79% | -$1.1M | 0.26% | 76 |
|
|
2021
Q4 | $1.01M | Buy |
+29,109
| New | +$1.01M | 0.83% | 50 |
|