Marino Stram & 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-2,671
| Closed | -$102K | – | 262 |
|
2019
Q1 | $102K | Sell |
2,671
-1,323
| -33% | -$50.5K | 0.07% | 119 |
|
2018
Q4 | $139K | Buy |
3,994
+936
| +31% | +$32.6K | 0.12% | 86 |
|
2018
Q3 | $106K | Buy |
+3,058
| New | +$106K | 0.08% | 124 |
|
2018
Q1 | – | Sell |
-2,522
| Closed | -$87K | – | 473 |
|
2017
Q4 | $87K | Buy |
+2,522
| New | +$87K | 0.08% | 130 |
|