Monumental Financial Group’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
2024 Q3	$4.8M	Buy	92,552 +15,415	+20%	+$737K	1.78%	15
2024 Q2	$3.39M	Buy	77,137 +8,707	+13%	+$386K	1.48%	14
2024 Q1	$2.9M	Buy	68,430 +3,073	+5%	+$124K	1.54%	14
2023 Q4	$2.67M	Sell	65,357 -13,022	-17%	-$511K	1.59%	14
2023 Q3	$2.97M	Buy	78,379 +4,764	+6%	+$198K	1.98%	13
2023 Q2	$3.11M	Sell	73,615 -55,533	-43%	-$2.41M	2.09%	15
2023 Q1	$5.66M	Buy	129,148 +14,298	+12%	+$629K	4.05%	8
2022 Q4	$5.24M	Buy	114,850 +69,092	+151%	+$3.04M	4.23%	8
2022 Q3	$1.93M	Buy	45,758 +15,883	+53%	+$750K	1.83%	14
2022 Q2	$1.35M	Sell	29,875 -1,328	-4%	-$61.9K	1.24%	18
2022 Q1	$1.5M	Buy	31,203 +6,300	+25%	+$282K	1.24%	15
2021 Q4	$1.15M	Buy	24,903 +11,360	+84%	+$496K	0.83%	16
2021 Q3	$557K	Buy	13,543 +3,020	+29%	+$130K	0.44%	17
2021 Q2	$432K	Sell	10,523 -51,960	-83%	-$2.2M	0.37%	17
2021 Q1	$2.59M	Buy	+62,483	New	+$2.52M	2.48%	9