B. Riley Wealth Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,819
| Closed | -$344K | – | 1467 |
|
|
2024
Q1 | $344K | Buy |
13,819
+305
| +2% | +$7.6K | 0.01% | 977 |
|
|
2023
Q4 | $311K | Sell |
13,514
-305
| -2% | -$7.03K | 0.01% | 1035 |
|
|
2023
Q3 | $344K | Buy |
13,819
+24
| +0.2% | +$598 | 0.01% | 977 |
|
|
2023
Q2 | $306K | Buy |
13,795
+210
| +2% | +$4.65K | 0.01% | 1112 |
|
|
2023
Q1 | $305K | Sell |
13,585
-567
| -4% | -$12.7K | 0.01% | 1062 |
|
|
2022
Q4 | $337K | Buy |
14,152
+151
| +1% | +$3.6K | 0.01% | 982 |
|
|
2022
Q3 | $279K | Buy |
14,001
+352
| +3% | +$7.01K | 0.01% | 1046 |
|
|
2022
Q2 | $265K | Buy |
13,649
+2,457
| +22% | +$47.7K | 0.01% | 930 |
|
|
2022
Q1 | $235K | Buy |
+11,192
| New | +$235K | 0.01% | 1136 |
|