Sowell Financial Services’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 | $2.74M | Buy |
52,017
+46,810
| +899% | +$2.46M | 0.11% | 187 |
|
|
2025
Q1 | $265K | Buy |
+5,207
| New | +$265K | 0.01% | 818 |
|
|
2023
Q2 | – | Sell |
-6,932
| Closed | -$304K | – | 651 |
|
|
2023
Q1 | $304K | Sell |
6,932
-41,932
| -86% | -$1.84M | 0.02% | 551 |
|
|
2022
Q4 | $2.23M | Buy |
+48,864
| New | +$2.23M | 0.14% | 171 |
|
|
2021
Q2 | – | Sell |
-7,737
| Closed | -$330K | – | 1337 |
|
|
2021
Q1 | $330K | Sell |
7,737
-74,976
| -91% | -$3.2M | 0.01% | 801 |
|
|
2020
Q4 | $3.36M | Buy |
82,713
+74,602
| +920% | +$3.03M | 0.14% | 133 |
|
|
2020
Q3 | $308K | Buy |
8,111
+502
| +7% | +$19.1K | 0.02% | 607 |
|
|
2020
Q2 | $278K | Buy |
7,609
+2
| +0% | +$73 | 0.02% | 623 |
|
|
2020
Q1 | $273K | Sell |
7,607
-434
| -5% | -$15.6K | 0.02% | 573 |
|
|
2019
Q4 | $340K | Sell |
8,041
-491
| -6% | -$20.8K | 0.03% | 562 |
|
|
2019
Q3 | $363K | Buy |
+8,532
| New | +$363K | 0.03% | 488 |
|
|
2019
Q1 | $316K | Buy |
8,242
+528
| +7% | +$20.2K | 0.04% | 443 |
|
|
2018
Q4 | $269K | Buy |
+7,714
| New | +$269K | 0.04% | 406 |
|
|
2017
Q1 | – | Sell |
-204
| Closed | -$6K | – | 373 |
|
|
2016
Q4 | $6K | Buy |
+204
| New | +$6K | ﹤0.01% | 521 |
|