HBW Advisory Services’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 |
-5,084
| Closed | -$248K | – | 407 |
|
2024
Q4 | $248K | Buy |
5,084
+436
| +9% | +$21.3K | 0.03% | 316 |
|
2024
Q3 | $241K | Sell |
4,648
-31,073
| -87% | -$1.61M | 0.04% | 317 |
|
2024
Q2 | $1.57M | Buy |
+35,721
| New | +$1.57M | 0.26% | 103 |
|
2023
Q4 | – | Sell |
-5,275
| Closed | -$200K | – | 310 |
|
2023
Q3 | $200K | Sell |
5,275
-38,549
| -88% | -$1.46M | 0.04% | 270 |
|
2023
Q2 | $1.85M | Sell |
43,824
-69,591
| -61% | -$2.94M | 0.4% | 62 |
|
2023
Q1 | $4.97M | Sell |
113,415
-33,657
| -23% | -$1.47M | 1.24% | 13 |
|
2022
Q4 | $6.7M | Sell |
147,072
-39,200
| -21% | -$1.79M | 1.77% | 3 |
|
2022
Q3 | $7.87M | Buy |
186,272
+68,184
| +58% | +$2.88M | 2.19% | 4 |
|
2022
Q2 | $5.33M | Buy |
+118,088
| New | +$5.33M | 1.38% | 10 |
|
2020
Q3 | – | Sell |
-14,198
| Closed | -$518K | – | 208 |
|
2020
Q2 | $518K | Buy |
+14,198
| New | +$518K | 0.24% | 99 |
|