WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $94K | Buy |
2,785
+165
| +6% | +$5.57K | 0.02% | 541 |
|
|
2017
Q1 | $87K | Buy |
2,620
+1,371
| +110% | +$45.5K | 0.02% | 511 |
|
|
2016
Q4 | $39K | Buy |
1,249
+4
| +0.3% | +$125 | 0.01% | 769 |
|
|
2016
Q3 | $39K | Buy |
1,245
+28
| +2% | +$877 | 0.01% | 764 |
|
|
2016
Q2 | $41K | Buy |
1,217
+367
| +43% | +$12.4K | 0.01% | 737 |
|
|
2016
Q1 | $27K | Hold |
850
| – | – | 0.01% | 819 |
|
|
2015
Q4 | $24K | Hold |
850
| – | – | 0.01% | 841 |
|
|
2015
Q3 | $23K | Sell |
850
-170
| -17% | -$4.6K | 0.01% | 851 |
|
|
2015
Q2 | $27K | Hold |
1,020
| – | – | 0.01% | 893 |
|
|
2015
Q1 | $29K | Sell |
1,020
-19
| -2% | -$540 | 0.01% | 882 |
|
|
2014
Q4 | $32K | Buy |
+1,039
| New | +$32K | 0.01% | 1060 |
|
|
2014
Q3 | – | Sell |
-200
| Closed | -$6K | – | 2092 |
|
|
2014
Q2 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 1597 |
|