WFS
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Walker Financial Services’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Walker Financial Services’s Portfolio FUTY Stock Details FUTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-43,362
Closed -$1.96M – 21
2022
Q2 		$1.96M Sell
43,362
-4,333
-9% -$202K 1.91% 13
2022
Q1 		$2.29M Buy
+47,695
New +$2.13M 2.1% 10

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NA
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VC
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QAM
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Envestnet Asset Management
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