Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $608K | Sell |
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|
2025
Q1 | $683K | Buy |
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|
2024
Q4 | $468K | Buy |
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|
2024
Q3 | $492K | Buy |
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|
2024
Q2 | $285K | Sell |
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|
2024
Q1 | $492K | Sell |
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|
2023
Q4 | $820K | Sell |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $1.24M | Buy |
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|
2023
Q1 | $1.29M | Sell |
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|
2022
Q4 | $1.34M | Buy |
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|
2022
Q3 | $1.2M | Buy |
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|
2022
Q2 | $1.12M | Sell |
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|
2022
Q1 | $1.2M | Sell |
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|
2021
Q4 | $1.18M | Sell |
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|
2021
Q3 | $1.08M | Sell |
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|
2021
Q2 | $1.09M | Sell |
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|
2021
Q1 | $1.75M | Sell |
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|
2020
Q4 | $1.72M | Buy |
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|
2019
Q3 | $1.58M | Buy |
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|
2019
Q2 | $216K | Buy |
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|
2019
Q1 | $31K | Sell |
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|
2018
Q4 | $456K | Buy |
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