Kestra Private Wealth Services’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 | $223K | Sell |
4,234
-429
| -9% | -$22.6K | ﹤0.01% | 1451 |
|
|
2025
Q1 | $238K | Buy |
+4,663
| New | +$238K | ﹤0.01% | 1300 |
|
|
2024
Q4 | – | Sell |
-3,995
| Closed | -$207K | – | 1442 |
|
|
2024
Q3 | $207K | Buy |
+3,995
| New | +$207K | ﹤0.01% | 1255 |
|
|
2021
Q4 | – | Sell |
-5,307
| Closed | -$218K | – | 1003 |
|
|
2021
Q3 | $218K | Buy |
+5,307
| New | +$218K | 0.01% | 820 |
|
|
2020
Q4 | – | Sell |
-7,354
| Closed | -$275K | – | 759 |
|
|
2020
Q3 | $275K | Buy |
+7,354
| New | +$275K | 0.02% | 510 |
|