Steward Partners Investment Advisory’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 | $3.44M | Buy |
65,486
+59,967
| +1,087% | +$3.15M | 0.03% | 532 |
|
|
2025
Q1 | $281K | Sell |
5,519
-239
| -4% | -$12.2K | ﹤0.01% | 1476 |
|
|
2024
Q4 | $281K | Sell |
5,758
-493
| -8% | -$24K | ﹤0.01% | 1445 |
|
|
2024
Q3 | $324K | Buy |
6,251
+2,725
| +77% | +$141K | ﹤0.01% | 1296 |
|
|
2024
Q2 | $155K | Sell |
3,526
-288
| -8% | -$12.7K | ﹤0.01% | 1568 |
|
|
2024
Q1 | $162K | Sell |
3,814
-36,544
| -91% | -$1.55M | ﹤0.01% | 1530 |
|
|
2023
Q4 | $1.65M | Buy |
40,358
+1,501
| +4% | +$61.3K | 0.02% | 558 |
|
|
2023
Q3 | $1.47M | Buy |
38,857
+37,359
| +2,494% | +$1.42M | 0.02% | 545 |
|
|
2023
Q2 | $63.3K | Buy |
1,498
+778
| +108% | +$32.9K | ﹤0.01% | 1783 |
|
|
2023
Q1 | $31.6K | Buy |
720
+11
| +2% | +$482 | ﹤0.01% | 2058 |
|
|
2022
Q4 | $32.3K | Sell |
709
-7
| -1% | -$319 | ﹤0.01% | 2009 |
|
|
2022
Q3 | $30K | Sell |
716
-49
| -6% | -$2.05K | ﹤0.01% | 2024 |
|
|
2022
Q2 | $35K | Buy |
765
+530
| +226% | +$24.2K | ﹤0.01% | 1967 |
|
|
2022
Q1 | $11K | Buy |
235
+52
| +28% | +$2.43K | ﹤0.01% | 2616 |
|
|
2021
Q4 | $8K | Buy |
+183
| New | +$8K | ﹤0.01% | 2682 |
|
|
2018
Q1 | – | Sell |
-75
| Closed | -$2K | – | 2252 |
|
|
2017
Q4 | $2K | Hold |
75
| – | – | ﹤0.01% | 1693 |
|
|
2017
Q3 | $2K | Hold |
75
| – | – | ﹤0.01% | 1486 |
|
|
2017
Q2 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 1410 |
|