Insight Wealth Strategies’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-8,092
| Closed | -$307K | – | 224 |
|
|
2020
Q3 | $307K | Sell |
8,092
-18,792
| -70% | -$713K | 0.06% | 142 |
|
|
2020
Q2 | $980K | Sell |
26,884
-5,857
| -18% | -$214K | 0.22% | 47 |
|
|
2020
Q1 | $1.18M | Sell |
32,741
-10,592
| -24% | -$380K | 0.31% | 33 |
|
|
2019
Q4 | $1.83M | Buy |
43,333
+30,127
| +228% | +$1.27M | 0.39% | 53 |
|
|
2019
Q3 | $561K | Sell |
13,206
-8,467
| -39% | -$360K | 0.13% | 104 |
|
|
2019
Q2 | $851K | Buy |
+21,673
| New | +$851K | 0.21% | 76 |
|
|
2019
Q1 | – | Sell |
-36,695
| Closed | -$1.28M | – | 139 |
|
|
2018
Q4 | $1.28M | Buy |
+36,695
| New | +$1.28M | 0.39% | 39 |
|