Steward Partners Investment Advisory’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
Q3 | $4.03M | Buy |
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|
2025
Q2 | $3.44M | Buy |
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|
2025
Q1 | $281K | Sell |
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|
2024
Q4 | $281K | Sell |
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|
2024
Q3 | $324K | Buy |
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|
2024
Q2 | $155K | Sell |
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|
2024
Q1 | $162K | Sell |
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|
2023
Q4 | $1.65M | Buy |
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|
2023
Q3 | $1.47M | Buy |
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|
2023
Q2 | $63.3K | Buy |
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|
2023
Q1 | $31.6K | Buy |
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|
2022
Q4 | $32.3K | Sell |
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|
2022
Q3 | $30K | Sell |
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|
2022
Q2 | $35K | Buy |
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|
2022
Q1 | $11K | Buy |
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|
2021
Q4 | $8K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2K | Hold |
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|
2017
Q3 | $2K | Hold |
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|
2017
Q2 | $2K | Buy |
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