AWA
FENY icon

Amplius Wealth Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Amplius Wealth Advisors’s Portfolio FENY Stock Details FENY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12,204
Closed -$274K – 169
2023
Q1 		$274K Buy
12,204
+250
+2% +$5.61K 0.04% 133
2022
Q4 		$285K Buy
+11,954
New +$285K 0.05% 120