Mutual Advisors’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 Q2	–	Sell	-5,934	Closed	-$252K	–	1111
2024 Q1	$252K	Buy	5,934 +509	+9%	+$20.5K	0.01%	942
2023 Q4	$222K	Buy	+5,425	New	+$213K	0.01%	931
2022 Q4	–	Sell	-10,922	Closed	-$461K	–	937
2022 Q3	$461K	Buy	10,922 +1,678	+18%	+$79.2K	0.02%	582
2022 Q2	$417K	Buy	9,244 +60	+0.7%	+$2.79K	0.03%	594
2022 Q1	$440K	Buy	9,184 +76	+0.8%	+$3.4K	0.02%	606
2021 Q4	$422K	Buy	9,108 +342	+4%	+$14.9K	0.02%	627
2021 Q3	$361K	Buy	8,766 +120	+1%	+$5.17K	0.02%	656
2021 Q2	$355K	Buy	8,646 +159	+2%	+$6.74K	0.02%	638
2021 Q1	$352K	Sell	8,487 -2,911	-26%	-$117K	0.02%	584
2020 Q4	$463K	Buy	11,398 +443	+4%	+$18K	0.03%	478
2020 Q3	$416K	Buy	10,955 +1,338	+14%	+$51K	0.04%	459
2020 Q2	$351K	Sell	9,617 -115,644	-92%	-$4.31M	0.03%	465
2020 Q1	$4.5M	Buy	125,261 +56,975	+83%	+$2.37M	0.61%	31
2019 Q4	$2.89M	Sell	68,286 -2,247	-3%	-$93.5K	0.31%	79
2019 Q3	$3M	Sell	70,533 -934	-1%	-$37.9K	0.4%	55
2019 Q2	$2.81M	Sell	71,467 -278,906	-80%	-$10.8M	0.36%	56
2019 Q1	$13.4M	Buy	+350,373	New	+$12.8M	1.99%	4