Penobscot Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
4,382
+37
| +0.9% | +$1.95K | 0.08% | 89 |
|
|
2025
Q1 | $221K | Buy |
+4,345
| New | +$221K | 0.09% | 83 |
|
|
2024
Q4 | – | Sell |
-4,238
| Closed | -$220K | – | 76 |
|
|
2024
Q3 | $220K | Buy |
+4,238
| New | +$220K | 0.12% | 70 |
|
|
2024
Q2 | – | Sell |
-4,733
| Closed | -$201K | – | 75 |
|
|
2024
Q1 | $201K | Sell |
4,733
-1,410
| -23% | -$59.9K | 0.13% | 74 |
|
|
2023
Q4 | $251K | Buy |
+6,143
| New | +$251K | 0.17% | 65 |
|