Jaffetilchin Investment Partners’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
Q2 | $1.26M | Sell |
23,959
-66
| -0.3% | -$3.47K | 0.08% | 154 |
|
2025
Q1 | $1.22M | Buy |
24,025
+216
| +0.9% | +$11K | 0.09% | 157 |
|
2024
Q4 | $1.16M | Buy |
23,809
+2,331
| +11% | +$114K | 0.08% | 151 |
|
2024
Q3 | $1.11M | Buy |
21,478
+125
| +0.6% | +$6.48K | 0.08% | 137 |
|
2024
Q2 | $939K | Buy |
21,353
+163
| +0.8% | +$7.17K | 0.08% | 137 |
|
2024
Q1 | $899K | Sell |
21,190
-504
| -2% | -$21.4K | 0.08% | 148 |
|
2023
Q4 | $886K | Sell |
21,694
-864
| -4% | -$35.3K | 0.09% | 146 |
|
2023
Q3 | $855K | Buy |
22,558
+204
| +0.9% | +$7.74K | 0.09% | 131 |
|
2023
Q2 | $945K | Buy |
22,354
+161
| +0.7% | +$6.81K | 0.1% | 128 |
|
2023
Q1 | $973K | Buy |
22,193
+181
| +0.8% | +$7.93K | 0.11% | 132 |
|
2022
Q4 | $1M | Buy |
22,012
+460
| +2% | +$21K | 0.12% | 130 |
|
2022
Q3 | $910K | Buy |
21,552
+153
| +0.7% | +$6.46K | 0.12% | 114 |
|
2022
Q2 | $966K | Buy |
21,399
+3,758
| +21% | +$170K | 0.11% | 120 |
|
2022
Q1 | $800K | Buy |
17,641
+2,163
| +14% | +$98.1K | 0.09% | 136 |
|
2021
Q4 | $717K | Buy |
15,478
+1,635
| +12% | +$75.7K | 0.07% | 177 |
|
2021
Q3 | $570K | Buy |
13,843
+4,009
| +41% | +$165K | 0.06% | 183 |
|
2021
Q2 | $404K | Buy |
9,834
+231
| +2% | +$9.49K | 0.03% | 291 |
|
2021
Q1 | $398K | Buy |
9,603
+72
| +0.8% | +$2.98K | 0.05% | 227 |
|
2020
Q4 | $387K | Buy |
9,531
+712
| +8% | +$28.9K | 0.05% | 194 |
|
2020
Q3 | $335K | Buy |
8,819
+712
| +9% | +$27K | 0.06% | 173 |
|
2020
Q2 | $296K | Sell |
8,107
-16
| -0.2% | -$584 | 0.07% | 169 |
|
2020
Q1 | $292K | Buy |
8,123
+1,567
| +24% | +$56.3K | 0.1% | 122 |
|
2019
Q4 | $277K | Buy |
6,556
+315
| +5% | +$13.3K | 0.06% | 174 |
|
2019
Q3 | $265K | Buy |
6,241
+40
| +0.6% | +$1.7K | 0.06% | 184 |
|
2019
Q2 | $244K | Buy |
6,201
+167
| +3% | +$6.57K | 0.06% | 217 |
|
2019
Q1 | $231K | Buy |
6,034
+183
| +3% | +$7.01K | 0.05% | 258 |
|
2018
Q4 | $204K | Buy |
+5,851
| New | +$204K | 0.05% | 242 |
|