TRUE Private Wealth Advisors’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
Q1 | – | Sell |
-9
| Closed | – | – | 415 |
|
|
2020
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 741 |
|
|
2020
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 708 |
|
|
2020
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 705 |
|
|
2020
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 731 |
|
|
2019
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 807 |
|
|
2019
Q3 | – | Sell |
-9
| Closed | – | – | 413 |
|
|
2019
Q2 | $0 | Buy |
+9
| New | – | ﹤0.01% | 793 |
|
|
2018
Q4 | – | Sell |
-9
| Closed | -$313 | – | 501 |
|
|
2018
Q3 | $313 | Buy |
+9
| New | +$313 | ﹤0.01% | 1094 |
|
|
2016
Q4 | – | Sell |
-198,418
| Closed | -$6.15M | – | 149 |
|
|
2016
Q3 | $6.15M | Buy |
198,418
+3,734
| +2% | +$116K | 1.97% | 14 |
|
|
2016
Q2 | $6.59M | Sell |
194,684
-47,605
| -20% | -$1.61M | 2.21% | 13 |
|
|
2016
Q1 | $7.71M | Buy |
+242,289
| New | +$7.71M | 3% | 12 |
|