MFM
Mirsky Financial Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.7M | Buy |
79,870
+2,061
| +3% | +$95.5K | 1.53% | 21 |
|
|
2021
Q3 | $3.2M | Buy |
77,809
+1,720
| +2% | +$70.8K | 1.43% | 22 |
|
|
2021
Q2 | $3.12M | Sell |
76,089
-91,250
| -55% | -$3.74M | 1.39% | 22 |
|
|
2021
Q1 | $6.94M | Buy |
167,339
+5,190
| +3% | +$215K | 3.22% | 11 |
|
|
2020
Q4 | $6.58M | Buy |
162,149
+12,303
| +8% | +$499K | 3.39% | 10 |
|
|
2020
Q3 | $5.69M | Buy |
149,846
+12,261
| +9% | +$465K | 3.22% | 11 |
|
|
2020
Q2 | $5.02M | Buy |
137,585
+23,980
| +21% | +$875K | 3.01% | 11 |
|
|
2020
Q1 | $4.08M | Sell |
113,605
-1,909
| -2% | -$68.6K | 2.88% | 12 |
|
|
2019
Q4 | $4.89M | Buy |
115,514
+6,150
| +6% | +$260K | 3.17% | 13 |
|
|
2019
Q3 | $4.65M | Buy |
109,364
+2,313
| +2% | +$98.3K | 3.34% | 10 |
|
|
2019
Q2 | $4.2M | Buy |
107,051
+1,860
| +2% | +$73K | 3.16% | 13 |
|
|
2019
Q1 | $4.03M | Buy |
+105,191
| New | +$4.03M | 3.13% | 12 |
|