LWA
Lineweaver Wealth Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-35,961
| Closed | -$1.46M | – | 115 |
|
|
2020
Q4 | $1.46M | Sell |
35,961
-811
| -2% | -$32.9K | 0.57% | 28 |
|
|
2020
Q3 | $1.4M | Sell |
36,772
-641
| -2% | -$24.3K | 0.62% | 29 |
|
|
2020
Q2 | $1.36M | Sell |
37,413
-783
| -2% | -$28.5K | 0.69% | 27 |
|
|
2020
Q1 | $1.37M | Buy |
38,196
+5
| +0% | +$180 | 0.86% | 26 |
|
|
2019
Q4 | $1.62M | Buy |
+38,191
| New | +$1.62M | 0.91% | 23 |
|