MKD Wealth Coaches’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-17,816
| Closed | -$640K | – | 36 |
|
|
2020
Q1 | $640K | Sell |
17,816
-1,163
| -6% | -$41.8K | 0.86% | 21 |
|
|
2019
Q4 | $803K | Sell |
18,979
-953
| -5% | -$40.3K | 0.68% | 24 |
|
|
2019
Q3 | $847K | Buy |
19,932
+70
| +0.4% | +$2.98K | 0.88% | 18 |
|
|
2019
Q2 | $780K | Sell |
19,862
-349
| -2% | -$13.7K | 0.7% | 23 |
|
|
2019
Q1 | $774K | Buy |
20,211
+395
| +2% | +$15.1K | 0.78% | 21 |
|
|
2018
Q4 | $691K | Buy |
+19,816
| New | +$691K | 0.82% | 24 |
|