Lynch & Associates’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 | $716K | Buy |
13,605
+262
| +2% | +$13.8K | 0.14% | 89 |
|
|
2025
Q1 | $680K | Buy |
13,343
+369
| +3% | +$18.8K | 0.15% | 87 |
|
|
2024
Q4 | $633K | Sell |
12,974
-179
| -1% | -$8.73K | 0.14% | 85 |
|
|
2024
Q3 | $682K | Buy |
13,153
+908
| +7% | +$47.1K | 0.14% | 80 |
|
|
2024
Q2 | $538K | Buy |
12,245
+1,356
| +12% | +$59.6K | 0.12% | 85 |
|
|
2024
Q1 | $462K | Buy |
10,889
+956
| +10% | +$40.6K | 0.11% | 90 |
|
|
2023
Q4 | $406K | Buy |
9,933
+711
| +8% | +$29.1K | 0.1% | 91 |
|
|
2023
Q3 | $350K | Buy |
9,222
+392
| +4% | +$14.9K | 0.09% | 92 |
|
|
2023
Q2 | $373K | Buy |
8,830
+387
| +5% | +$16.4K | 0.1% | 86 |
|
|
2023
Q1 | $370K | Sell |
8,443
-468
| -5% | -$20.5K | 0.1% | 88 |
|
|
2022
Q4 | $406K | Buy |
8,911
+544
| +7% | +$24.8K | 0.11% | 84 |
|
|
2022
Q3 | $353K | Buy |
8,367
+513
| +7% | +$21.6K | 0.1% | 87 |
|
|
2022
Q2 | $354K | Buy |
7,854
+29
| +0.4% | +$1.31K | 0.1% | 85 |
|
|
2022
Q1 | $375K | Buy |
7,825
+106
| +1% | +$5.08K | 0.09% | 89 |
|
|
2021
Q4 | $358K | Buy |
7,719
+353
| +5% | +$16.4K | 0.08% | 89 |
|
|
2021
Q3 | $303K | Hold |
7,366
| – | – | 0.08% | 90 |
|
|
2021
Q2 | $302K | Buy |
7,366
+914
| +14% | +$37.5K | 0.08% | 91 |
|
|
2021
Q1 | $268K | Sell |
6,452
-20
| -0.3% | -$831 | 0.07% | 93 |
|
|
2020
Q4 | $263K | Buy |
6,472
+410
| +7% | +$16.7K | 0.07% | 96 |
|
|
2020
Q3 | $230K | Buy |
6,062
+320
| +6% | +$12.1K | 0.07% | 94 |
|
|
2020
Q2 | $209K | Hold |
5,742
| – | – | 0.07% | 94 |
|
|
2020
Q1 | $206K | Buy |
5,742
+755
| +15% | +$27.1K | 0.08% | 93 |
|
|
2019
Q4 | $211K | Buy |
+4,987
| New | +$211K | 0.06% | 95 |
|