Karp Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-49,209
| Closed | -$2.08M | – | 34 |
|
|
2022
Q3 | $2.08M | Buy |
49,209
+1,193
| +2% | +$50.4K | 0.42% | 57 |
|
|
2022
Q2 | $2.17M | Sell |
48,016
-13,628
| -22% | -$615K | 0.38% | 78 |
|
|
2022
Q1 | $2.95M | Sell |
61,644
-61,733
| -50% | -$2.96M | 0.43% | 72 |
|
|
2021
Q4 | $5.72M | Buy |
+123,377
| New | +$5.72M | 0.72% | 58 |
|
|
2020
Q1 | – | Sell |
-107,001
| Closed | -$4.53M | – | 94 |
|
|
2019
Q4 | $4.53M | Sell |
107,001
-105,360
| -50% | -$4.46M | 1.19% | 38 |
|
|
2019
Q3 | $9.02M | Buy |
212,361
+3,005
| +1% | +$128K | 2.63% | 5 |
|
|
2019
Q2 | $8.22M | Buy |
209,356
+64,770
| +45% | +$2.54M | 2.61% | 3 |
|
|
2019
Q1 | $5.54M | Buy |
144,586
+15,243
| +12% | +$584K | 1.97% | 13 |
|
|
2018
Q4 | $4.51M | Buy |
+129,343
| New | +$4.51M | 2.15% | 12 |
|