LA
Lifeworks Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.75M | Sell |
33,187
-367
| -1% | -$19.3K | 0.26% | 91 |
|
2025
Q1 | $1.71M | Buy |
33,554
+3,085
| +10% | +$157K | 0.28% | 88 |
|
2024
Q4 | $1.49M | Buy |
30,469
+23,074
| +312% | +$1.13M | 0.27% | 97 |
|
2024
Q3 | $383K | Buy |
7,395
+863
| +13% | +$44.7K | 0.08% | 198 |
|
2024
Q2 | $287K | Buy |
6,532
+999
| +18% | +$43.9K | 0.08% | 182 |
|
2024
Q1 | $235K | Sell |
5,533
-153
| -3% | -$6.49K | 0.07% | 210 |
|
2023
Q4 | $232K | Sell |
5,686
-17,981
| -76% | -$735K | 0.08% | 185 |
|
2023
Q3 | $897K | Buy |
23,667
+3,753
| +19% | +$142K | 0.35% | 82 |
|
2023
Q2 | $842K | Buy |
19,914
+740
| +4% | +$31.3K | 0.36% | 81 |
|
2023
Q1 | $840K | Sell |
19,174
-1,619
| -8% | -$70.9K | 0.4% | 82 |
|
2022
Q4 | $948K | Buy |
20,793
+151
| +0.7% | +$6.88K | 0.53% | 68 |
|
2022
Q3 | $894K | Buy |
+20,642
| New | +$894K | 0.51% | 73 |
|