Smith Salley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $715K | Buy |
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|
2025
Q1 | $690K | Buy |
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|
2024
Q4 | $657K | Sell |
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|
2024
Q3 | $731K | Buy |
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|
2024
Q2 | $605K | Buy |
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|
2024
Q1 | $579K | Sell |
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|
2023
Q4 | $560K | Sell |
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|
2023
Q3 | $543K | Buy |
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|
2023
Q2 | $577K | Buy |
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|
2023
Q1 | $569K | Buy |
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|
2022
Q4 | $586K | Sell |
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|
2022
Q3 | $558K | Buy |
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|
2022
Q2 | $582K | Buy |
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|
2022
Q1 | $588K | Sell |
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|
2021
Q4 | $640K | Buy |
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|
2021
Q3 | $534K | Buy |
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|
2021
Q2 | $420K | Buy |
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|
2021
Q1 | $404K | Buy |
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|
2020
Q4 | $340K | Buy |
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|
2020
Q3 | $288K | Buy |
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|
2020
Q2 | $263K | Buy |
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|
2020
Q1 | $252K | Buy |
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|
2019
Q4 | $290K | Sell |
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|
2019
Q3 | $396K | Buy |
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|
2019
Q2 | $348K | Buy |
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|
2019
Q1 | $336K | Buy |
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|
2018
Q4 | $228K | Buy |
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