Stonebridge Financial Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-230
| Closed | -$10K | – | 409 |
|
|
2021
Q3 | $10K | Hold |
230
| – | – | ﹤0.01% | 339 |
|
|
2021
Q2 | $10K | Hold |
230
| – | – | 0.01% | 352 |
|
|
2021
Q1 | $10K | Hold |
230
| – | – | 0.01% | 354 |
|
|
2020
Q4 | $9K | Hold |
230
| – | – | 0.01% | 332 |
|
|
2020
Q3 | $9K | Hold |
230
| – | – | 0.01% | 320 |
|
|
2020
Q2 | $9K | Hold |
230
| – | – | 0.01% | 323 |
|
|
2020
Q1 | $9K | Hold |
230
| – | – | 0.01% | 310 |
|
|
2019
Q4 | $10K | Buy |
+230
| New | +$10K | 0.01% | 289 |
|