World Investment 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-6,957
| Closed | -$284K | – | 422 |
|
2023
Q4 | $284K | Sell |
6,957
-122
| -2% | -$4.99K | 0.04% | 318 |
|
2023
Q3 | $268K | Sell |
7,079
-1,541
| -18% | -$58.4K | 0.05% | 216 |
|
2023
Q2 | $364K | Sell |
8,620
-26,758
| -76% | -$1.13M | 0.07% | 170 |
|
2023
Q1 | $1.55M | Buy |
35,378
+25,053
| +243% | +$1.1M | 0.32% | 60 |
|
2022
Q4 | $471K | Buy |
+10,325
| New | +$471K | 0.11% | 133 |
|
2021
Q1 | – | Sell |
-9,973
| Closed | -$406K | – | 232 |
|
2020
Q4 | $406K | Buy |
+9,973
| New | +$406K | 0.1% | 140 |
|