Monumental Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.8M | Buy |
92,552
+15,415
| +20% | +$799K | 1.78% | 15 |
|
|
2024
Q2 | $3.39M | Buy |
77,137
+8,707
| +13% | +$383K | 1.48% | 14 |
|
|
2024
Q1 | $2.9M | Buy |
68,430
+3,073
| +5% | +$130K | 1.54% | 14 |
|
|
2023
Q4 | $2.67M | Sell |
65,357
-13,022
| -17% | -$532K | 1.59% | 14 |
|
|
2023
Q3 | $2.97M | Buy |
78,379
+4,764
| +6% | +$181K | 1.98% | 13 |
|
|
2023
Q2 | $3.11M | Sell |
73,615
-55,533
| -43% | -$2.35M | 2.09% | 15 |
|
|
2023
Q1 | $5.66M | Buy |
129,148
+14,298
| +12% | +$627K | 4.05% | 8 |
|
|
2022
Q4 | $5.24M | Buy |
114,850
+69,092
| +151% | +$3.15M | 4.23% | 8 |
|
|
2022
Q3 | $1.93M | Buy |
45,758
+15,883
| +53% | +$671K | 1.83% | 14 |
|
|
2022
Q2 | $1.35M | Sell |
29,875
-1,328
| -4% | -$59.9K | 1.24% | 18 |
|
|
2022
Q1 | $1.5M | Buy |
31,203
+6,300
| +25% | +$302K | 1.24% | 15 |
|
|
2021
Q4 | $1.15M | Buy |
24,903
+11,360
| +84% | +$526K | 0.83% | 16 |
|
|
2021
Q3 | $557K | Buy |
13,543
+3,020
| +29% | +$124K | 0.44% | 17 |
|
|
2021
Q2 | $432K | Sell |
10,523
-51,960
| -83% | -$2.13M | 0.37% | 17 |
|
|
2021
Q1 | $2.59M | Buy |
+62,483
| New | +$2.59M | 2.48% | 9 |
|