HHM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-47
| Closed | -$2.07K | – | 799 |
|
|
2024
Q2 | $2.07K | Buy |
+47
| New | +$2.07K | ﹤0.01% | 704 |
|
|
2024
Q1 | – | Sell |
-173
| Closed | -$7.07K | – | 750 |
|
|
2023
Q4 | $7.07K | Hold |
173
| – | – | ﹤0.01% | 577 |
|
|
2023
Q3 | $6.56K | Hold |
173
| – | – | ﹤0.01% | 589 |
|
|
2023
Q2 | $7.32K | Hold |
173
| – | – | ﹤0.01% | 592 |
|
|
2023
Q1 | $7.58K | Hold |
173
| – | – | ﹤0.01% | 568 |
|
|
2022
Q4 | $7.89K | Hold |
173
| – | – | ﹤0.01% | 480 |
|
|
2022
Q3 | $7K | Hold |
173
| – | – | ﹤0.01% | 484 |
|
|
2022
Q2 | $8K | Hold |
173
| – | – | ﹤0.01% | 569 |
|
|
2022
Q1 | $8K | Hold |
173
| – | – | ﹤0.01% | 563 |
|
|
2021
Q4 | $8K | Hold |
173
| – | – | ﹤0.01% | 529 |
|
|
2021
Q3 | $7K | Hold |
173
| – | – | ﹤0.01% | 521 |
|
|
2021
Q2 | $7K | Hold |
173
| – | – | ﹤0.01% | 501 |
|
|
2021
Q1 | $7K | Hold |
173
| – | – | ﹤0.01% | 473 |
|
|
2020
Q4 | $7K | Hold |
173
| – | – | ﹤0.01% | 441 |
|
|
2020
Q3 | $7K | Hold |
173
| – | – | ﹤0.01% | 412 |
|
|
2020
Q2 | $6K | Hold |
173
| – | – | ﹤0.01% | 396 |
|
|
2020
Q1 | $6K | Buy |
+173
| New | +$6K | ﹤0.01% | 379 |
|