Mid Atlantic Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $745K | Buy |
18,105
+1,274
| +8% | +$52.4K | 0.05% | 342 |
|
|
2021
Q2 | $691K | Buy |
16,831
+1,502
| +10% | +$61.7K | 0.05% | 362 |
|
|
2021
Q1 | $636K | Sell |
15,329
-10,630
| -41% | -$441K | 0.05% | 367 |
|
|
2020
Q4 | $1.05M | Sell |
25,959
-4,627
| -15% | -$188K | 0.08% | 220 |
|
|
2020
Q3 | $1.28M | Sell |
30,586
-7,714
| -20% | -$323K | 0.11% | 164 |
|
|
2020
Q2 | $1.4M | Sell |
38,300
-4,844
| -11% | -$177K | 0.13% | 139 |
|
|
2020
Q1 | $1.55M | Buy |
43,144
+5,427
| +14% | +$195K | 0.18% | 112 |
|
|
2019
Q4 | $1.6M | Sell |
37,717
-3,024
| -7% | -$128K | 0.15% | 134 |
|
|
2019
Q3 | $1.73M | Buy |
40,741
+5,606
| +16% | +$238K | 0.18% | 108 |
|
|
2019
Q2 | $1.38M | Buy |
35,135
+7,529
| +27% | +$296K | 0.14% | 139 |
|
|
2019
Q1 | $1.06M | Buy |
27,606
+2,489
| +10% | +$95.3K | 0.12% | 172 |
|
|
2018
Q4 | $876K | Buy |
+25,117
| New | +$876K | 0.11% | 180 |
|