Mutual Advisors’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
Q2 | – | Sell |
-5,934
| Closed | -$252K | – | 1108 |
|
|
2024
Q1 | $252K | Buy |
5,934
+509
| +9% | +$21.6K | 0.01% | 942 |
|
|
2023
Q4 | $222K | Buy |
+5,425
| New | +$222K | 0.01% | 930 |
|
|
2022
Q4 | – | Sell |
-10,922
| Closed | -$461K | – | 935 |
|
|
2022
Q3 | $461K | Buy |
10,922
+1,678
| +18% | +$70.8K | 0.02% | 581 |
|
|
2022
Q2 | $417K | Buy |
9,244
+60
| +0.7% | +$2.71K | 0.03% | 593 |
|
|
2022
Q1 | $440K | Buy |
9,184
+76
| +0.8% | +$3.64K | 0.02% | 605 |
|
|
2021
Q4 | $422K | Buy |
9,108
+342
| +4% | +$15.8K | 0.02% | 626 |
|
|
2021
Q3 | $361K | Buy |
8,766
+120
| +1% | +$4.94K | 0.02% | 655 |
|
|
2021
Q2 | $355K | Buy |
8,646
+159
| +2% | +$6.53K | 0.02% | 637 |
|
|
2021
Q1 | $352K | Sell |
8,487
-2,911
| -26% | -$121K | 0.02% | 583 |
|
|
2020
Q4 | $463K | Buy |
11,398
+443
| +4% | +$18K | 0.03% | 477 |
|
|
2020
Q3 | $416K | Buy |
10,955
+1,338
| +14% | +$50.8K | 0.04% | 458 |
|
|
2020
Q2 | $351K | Sell |
9,617
-115,644
| -92% | -$4.22M | 0.03% | 464 |
|
|
2020
Q1 | $4.5M | Buy |
125,261
+56,975
| +83% | +$2.05M | 0.61% | 31 |
|
|
2019
Q4 | $2.89M | Sell |
68,286
-2,247
| -3% | -$95K | 0.31% | 79 |
|
|
2019
Q3 | $3M | Sell |
70,533
-934
| -1% | -$39.7K | 0.4% | 55 |
|
|
2019
Q2 | $2.81M | Sell |
71,467
-278,906
| -80% | -$11M | 0.36% | 56 |
|
|
2019
Q1 | $13.4M | Buy |
+350,373
| New | +$13.4M | 1.99% | 4 |
|