Fidelity msci utils index shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of Fidelity msci utils index (FUTY) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma Wealth Management investment in Fidelity msci utils index
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Quarterly reported holdings in Fidelity msci utils index by Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $492k | 9.5k | 51.82 |
| 2024-06-30 | $285k | 6.5k | 43.96 |
| 2024-03-31 | $492k | 12k | 42.42 |
| 2023-12-31 | $820k | 20k | 40.86 |
| 2023-09-30 | $1.0M | 27k | 37.92 |
| 2023-06-30 | $1.2M | 30k | 41.52 |
| 2023-03-31 | $1.3M | 29k | 44.49 |
| 2022-12-31 | $1.2M | 29k | 42.22 |
| 2022-09-30 | $1.2M | 29k | 42.22 |
| 2022-06-30 | $1.1M | 25k | 45.11 |
| 2022-03-31 | $1.2M | 25k | 47.92 |
| 2021-12-31 | $1.2M | 26k | 46.33 |
| 2021-09-30 | $1.1M | 26k | 41.16 |
| 2021-06-30 | $1.1M | 27k | 41.05 |
| 2021-03-31 | $1.8M | 42k | 41.50 |
| 2020-12-31 | $1.7M | 42k | 40.58 |
| 2019-09-30 | $1.6M | 37k | 42.49 |
| 2019-06-30 | $216k | 5.5k | 39.27 |
| 2019-03-31 | $31k | 800 | 38.75 |
| 2018-12-31 | $456k | 13k | 34.89 |