J.P. Morgan Private Wealth Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,368
| Closed | -$269K | – | 1735 |
|
|
2023
Q2 | $269K | Sell |
6,368
-1,858
| -23% | -$78.6K | ﹤0.01% | 1281 |
|
|
2023
Q1 | $360K | Sell |
8,226
-18,262
| -69% | -$800K | ﹤0.01% | 1606 |
|
|
2022
Q4 | $1.21M | Buy |
26,488
+2,452
| +10% | +$112K | ﹤0.01% | 1058 |
|
|
2022
Q3 | $1.02M | Buy |
24,036
+11,779
| +96% | +$497K | ﹤0.01% | 1128 |
|
|
2022
Q2 | $553K | Buy |
+12,257
| New | +$553K | ﹤0.01% | 1418 |
|
|
2020
Q2 | – | Sell |
-16,525
| Closed | -$594K | – | 1567 |
|
|
2020
Q1 | $594K | Sell |
16,525
-5,285
| -24% | -$190K | ﹤0.01% | 873 |
|
|
2019
Q4 | $923K | Hold |
21,810
| – | – | ﹤0.01% | 827 |
|
|
2019
Q3 | $927K | Sell |
21,810
-235
| -1% | -$9.99K | ﹤0.01% | 783 |
|
|
2019
Q2 | $866K | Buy |
+22,045
| New | +$866K | ﹤0.01% | 793 |
|