Maltin Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.21M	Buy	71,207 +14,498	+26%	+$840K	1.61%	20
2025 Q4	$3.13M	Buy	56,709 +7,968	+16%	+$456K	1.25%	29
2025 Q3	$2.75M	Buy	48,741 +2,363	+5%	+$129K	1.14%	35
2025 Q2	$2.44M	Buy	46,378 +1,787	+4%	+$91.9K	1.1%	35
2025 Q1	$2.27M	Buy	44,591 +3,013	+7%	+$152K	1.07%	36
2024 Q4	$2.03M	Buy	41,578 +331	+0.8%	+$16.9K	1%	35
2024 Q3	$2.14M	Buy	41,247 +2,566	+7%	+$123K	1.04%	34
2024 Q2	$1.7M	Buy	38,681 +1,504	+4%	+$66.6K	0.91%	37
2024 Q1	$1.58M	Buy	37,177 +2,618	+8%	+$105K	0.89%	36
2023 Q4	$1.41M	Sell	34,559 -10,999	-24%	-$432K	0.9%	35
2023 Q3	$1.73M	Buy	45,558 +1,306	+3%	+$54.2K	1.21%	31
2023 Q2	$1.87M	Buy	44,252 +1,393	+3%	+$60.6K	1.32%	26
2023 Q1	$1.88M	Buy	42,859 +2,463	+6%	+$108K	1.35%	26
2022 Q4	$1.84M	Buy	40,396 +1,656	+4%	+$72.9K	1.34%	24
2022 Q3	$1.64M	Buy	38,740 +2,011	+5%	+$94.9K	1.29%	26
2022 Q2	$1.66M	Sell	36,729 -371	-1%	-$17.3K	1.2%	27
2022 Q1	$1.78M	Buy	37,100 +541	+1%	+$24.2K	1.18%	27
2021 Q4	$1.69M	Buy	36,559 +692	+2%	+$30.2K	1.02%	32
2021 Q3	$1.48M	Buy	35,867 +199	+0.6%	+$8.58K	0.91%	33
2021 Q2	$1.46M	Buy	35,668 +1,275	+4%	+$54K	0.89%	34
2021 Q1	$1.43M	Buy	34,393 +1,451	+4%	+$58.5K	0.93%	34
2020 Q4	$1.34M	Sell	32,942 -1,691	-5%	-$68.8K	0.94%	33
2020 Q3	$1.31M	Sell	34,633 -1,946	-5%	-$74.2K	0.93%	36
2020 Q2	$1.33M	Sell	36,579 -834	-2%	-$31.1K	1.01%	30
2020 Q1	$1.34M	Sell	37,413 -1,960	-5%	-$81.5K	1.14%	29
2019 Q4	$1.67M	Buy	+39,373	New	+$1.64M	1.08%	28