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
2026 Q1	$670K	Sell	11,350 -6,496	-36%	-$377K	0.14%	50
2025 Q4	$985K	Buy	17,846 +6,279	+54%	+$360K	0.21%	41
2025 Q3	$653K	Buy	11,567 +2	+0%	+$109	0.14%	47
2025 Q2	$608K	Sell	11,565 -1,832	-14%	-$94.2K	0.14%	46
2025 Q1	$683K	Buy	13,397 +3,804	+40%	+$192K	0.17%	43
2024 Q4	$468K	Buy	9,593 +103	+1%	+$5.25K	0.12%	58
2024 Q3	$492K	Buy	9,490 +3,003	+46%	+$144K	0.12%	56
2024 Q2	$285K	Sell	6,487 -5,120	-44%	-$227K	0.08%	77
2024 Q1	$492K	Sell	11,607 -8,463	-42%	-$341K	0.14%	57
2023 Q4	$820K	Sell	20,070 -6,907	-26%	-$271K	0.25%	43
2023 Q3	$1.02M	Sell	26,977 -2,865	-10%	-$119K	0.32%	39
2023 Q2	$1.24M	Buy	29,842 +948	+3%	+$41.2K	0.38%	37
2023 Q1	$1.29M	Sell	28,894 -557	-2%	-$24.5K	0.38%	40
2022 Q4	$1.34M	Buy	29,451 +978	+3%	+$43K	0.43%	42
2022 Q3	$1.2M	Buy	28,473 +3,601	+14%	+$170K	0.42%	42
2022 Q2	$1.12M	Sell	24,872 -65	-0.3%	-$3.03K	0.38%	46
2022 Q1	$1.2M	Sell	24,937 -574	-2%	-$25.7K	0.38%	47
2021 Q4	$1.18M	Sell	25,511 -679	-3%	-$29.6K	0.41%	44
2021 Q3	$1.08M	Sell	26,190 -388	-1%	-$16.7K	0.42%	42
2021 Q2	$1.09M	Sell	26,578 -15,713	-37%	-$666K	0.47%	40
2021 Q1	$1.75M	Sell	42,291 -24	-0.1%	-$967	0.76%	29
2020 Q4	$1.72M	Buy	+42,315	New	+$1.72M	0.86%	28
2019 Q3	$1.58M	Buy	37,307 +31,807	+578%	+$1.29M	1%	23
2019 Q2	$216K	Buy	5,500 +4,700	+588%	+$182K	0.14%	75
2019 Q1	$31K	Sell	800 -12,268	-94%	-$450K	0.02%	183
2018 Q4	$456K	Buy	+13,068	New	+$468K	0.35%	37