LifePlan Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09M | Sell |
58,687
-549
| -0.9% | -$28.9K | 1.53% | 27 |
|
|
2025
Q1 | $3.02M | Sell |
59,236
-700
| -1% | -$35.7K | 1.74% | 22 |
|
|
2024
Q4 | $2.92M | Sell |
59,936
-1,856
| -3% | -$90.5K | 1.81% | 21 |
|
|
2024
Q3 | $3.2M | Sell |
61,792
-5,451
| -8% | -$282K | 2.05% | 19 |
|
|
2024
Q2 | $2.96M | Buy |
67,243
+1,351
| +2% | +$59.4K | 2.13% | 17 |
|
|
2024
Q1 | $2.8M | Sell |
65,892
-29,695
| -31% | -$1.26M | 2.23% | 16 |
|
|
2023
Q4 | $3.91M | Buy |
95,587
+3,236
| +4% | +$132K | 3.57% | 9 |
|
|
2023
Q3 | $3.5M | Buy |
92,351
+6,496
| +8% | +$246K | 3.72% | 9 |
|
|
2023
Q2 | $3.63M | Buy |
+85,855
| New | +$3.63M | 4.06% | 8 |
|