Stone House Investment Management’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 | $253K | Buy |
+4,815
| New | +$253K | 0.05% | 61 |
|
|
2023
Q3 | – | Sell |
-4,912
| Closed | -$208K | – | 357 |
|
|
2023
Q2 | $208K | Buy |
4,912
+2,511
| +105% | +$106K | 0.08% | 39 |
|
|
2023
Q1 | $105K | Sell |
2,401
-5,278
| -69% | -$231K | 0.04% | 60 |
|
|
2022
Q4 | $350K | Buy |
7,679
+760
| +11% | +$34.6K | 0.12% | 36 |
|
|
2022
Q3 | $292K | Sell |
6,919
-3,557
| -34% | -$150K | 0.14% | 34 |
|
|
2022
Q2 | $473K | Buy |
10,476
+961
| +10% | +$43.4K | 0.21% | 28 |
|
|
2022
Q1 | $456K | Buy |
+9,515
| New | +$456K | 0.16% | 30 |
|
|
2019
Q2 | – | Sell |
-612
| Closed | -$23K | – | 94 |
|
|
2019
Q1 | $23K | Sell |
612
-21,208
| -97% | -$797K | 0.01% | 129 |
|
|
2018
Q4 | $761K | Buy |
+21,820
| New | +$761K | 0.48% | 31 |
|