Personal CFO Solutions’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-27,609
| Closed | -$1.32M | – | 459 |
|
2022
Q1 | $1.32M | Buy |
27,609
+530
| +2% | +$25.4K | 0.26% | 73 |
|
2021
Q4 | $1.25M | Sell |
27,079
-2,574
| -9% | -$119K | 0.23% | 87 |
|
2021
Q3 | $1.22M | Buy |
29,653
+7,358
| +33% | +$303K | 0.25% | 85 |
|
2021
Q2 | $915K | Sell |
22,295
-2,555
| -10% | -$105K | 0.19% | 111 |
|
2021
Q1 | $1.03M | Sell |
24,850
-4,309
| -15% | -$179K | 0.22% | 92 |
|
2020
Q4 | $1.18M | Sell |
29,159
-368
| -1% | -$14.9K | 0.29% | 75 |
|
2020
Q3 | $1K | Buy |
+29,527
| New | +$1K | 0.33% | 75 |
|