JFS 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
Q4 | – | Sell |
-135
| Closed | -$7K | – | 1967 |
|
|
2024
Q3 | $7K | Hold |
135
| – | – | ﹤0.01% | 990 |
|
|
2024
Q2 | $5.94K | Hold |
135
| – | – | ﹤0.01% | 995 |
|
|
2024
Q1 | $5.73K | Hold |
135
| – | – | ﹤0.01% | 1051 |
|
|
2023
Q4 | $5.52K | Hold |
135
| – | – | ﹤0.01% | 1015 |
|
|
2023
Q3 | $5.12K | Hold |
135
| – | – | ﹤0.01% | 986 |
|
|
2023
Q2 | $5.71K | Hold |
135
| – | – | ﹤0.01% | 939 |
|
|
2023
Q1 | $5.92K | Buy |
+135
| New | +$5.92K | ﹤0.01% | 918 |
|
|
2020
Q2 | – | Sell |
-1,018
| Closed | -$37K | – | 542 |
|
|
2020
Q1 | $37K | Hold |
1,018
| – | – | 0.01% | 237 |
|
|
2019
Q4 | $43K | Hold |
1,018
| – | – | 0.01% | 252 |
|
|
2019
Q3 | $43K | Buy |
+1,018
| New | +$43K | 0.01% | 251 |
|