WBH Advisory’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $415K | Buy |
6,995
+104
| +2% | +$6.03K | 0.03% | 255 |
|
|
2025
Q4 | $381K | Buy |
6,891
+3
| +0% | +$172 | 0.03% | 265 |
|
|
2025
Q3 | $389K | Buy |
6,888
+4
| +0.1% | +$218 | 0.03% | 262 |
|
|
2025
Q2 | $362K | Buy |
6,884
+58
| +0.8% | +$2.98K | 0.03% | 270 |
|
|
2025
Q1 | $348K | Buy |
6,826
+30
| +0.4% | +$1.51K | 0.03% | 252 |
|
|
2024
Q4 | $331K | Sell |
6,796
-37
| -0.5% | -$1.89K | 0.03% | 255 |
|
|
2024
Q3 | $354K | Sell |
6,833
-46
| -0.7% | -$2.2K | 0.03% | 247 |
|
|
2024
Q2 | $302K | Buy |
6,879
+160
| +2% | +$7.09K | 0.03% | 256 |
|
|
2024
Q1 | $285K | Sell |
6,719
-110
| -2% | -$4.43K | 0.03% | 268 |
|
|
2023
Q4 | $279K | Sell |
6,829
-220
| -3% | -$8.64K | 0.03% | 269 |
|
|
2023
Q3 | $267K | Buy |
7,049
+76
| +1% | +$3.16K | 0.03% | 260 |
|
|
2023
Q2 | $295K | Buy |
6,973
+4
| +0.1% | +$174 | 0.03% | 254 |
|
|
2023
Q1 | $305K | Buy |
+6,969
| New | +$306K | 0.04% | 251 |
|
|
2022
Q3 | $292K | Hold |
6,910
| – | – | 0.04% | 241 |
|
|
2022
Q2 | $312K | Sell |
6,910
-277
| -4% | -$12.9K | 0.04% | 244 |
|
|
2022
Q1 | $339K | Buy |
7,187
+567
| +9% | +$25.4K | 0.04% | 243 |
|
|
2021
Q4 | $307K | Buy |
6,620
+250
| +4% | +$10.9K | 0.04% | 264 |
|
|
2021
Q3 | $262K | Hold |
6,370
| – | – | 0.04% | 258 |
|
|
2021
Q2 | $270K | Buy |
6,370
+480
| +8% | +$20.3K | 0.04% | 235 |
|
|
2021
Q1 | $244K | Hold |
5,890
| – | – | 0.04% | 244 |
|
|
2020
Q4 | $241K | Sell |
5,890
-100
| -2% | -$4.07K | 0.04% | 238 |
|
|
2020
Q3 | $227K | Hold |
5,990
| – | – | 0.05% | 228 |
|
|
2020
Q2 | $218K | Buy |
+5,990
| New | +$223K | 0.05% | 223 |
|
Other funds holding FUTY
AWM
KAS
TIA
