PJSIMP
P.J. Schmidt Investment Management (PJS)’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Sell |
6,077
-126
| -2% | -$6.63K | 0.06% | 158 |
|
|
2025
Q1 | $316K | Sell |
6,203
-6,424
| -51% | -$327K | 0.06% | 144 |
|
|
2024
Q4 | $616K | Sell |
12,627
-140
| -1% | -$6.83K | 0.11% | 97 |
|
|
2024
Q3 | $662K | Sell |
12,767
-218
| -2% | -$11.3K | 0.11% | 94 |
|
|
2024
Q2 | $571K | Sell |
12,985
-417
| -3% | -$18.3K | 0.1% | 99 |
|
|
2024
Q1 | $569K | Buy |
13,402
+1,215
| +10% | +$51.5K | 0.11% | 98 |
|
|
2023
Q4 | $480K | Sell |
12,187
-1,688
| -12% | -$66.5K | 0.1% | 111 |
|
|
2023
Q3 | $523K | Sell |
13,875
-95
| -0.7% | -$3.58K | 0.11% | 98 |
|
|
2023
Q2 | $616K | Sell |
13,970
-481
| -3% | -$21.2K | 0.12% | 96 |
|
|
2023
Q1 | $644K | Buy |
14,451
+1,320
| +10% | +$58.8K | 0.13% | 89 |
|
|
2022
Q4 | $599K | Buy |
13,131
+2,186
| +20% | +$99.6K | 0.14% | 91 |
|
|
2022
Q3 | $449K | Buy |
10,945
+1,429
| +15% | +$58.6K | 0.11% | 106 |
|
|
2022
Q2 | $466K | Buy |
+9,516
| New | +$466K | 0.1% | 111 |
|