Beaird Harris Wealth Management’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
Q3 | – | Sell |
-181
| Closed | -$4.53K | – | 598 |
|
|
2024
Q2 | $4.53K | Buy |
181
+2
| +1% | +$50 | ﹤0.01% | 458 |
|
|
2024
Q1 | $4.64K | Buy |
179
+1
| +0.6% | +$26 | ﹤0.01% | 395 |
|
|
2023
Q4 | $4.1K | Buy |
178
+1
| +0.6% | +$23 | ﹤0.01% | 402 |
|
|
2023
Q3 | $4.4K | Buy |
177
+2
| +1% | +$50 | ﹤0.01% | 314 |
|
|
2023
Q2 | $3.89K | Buy |
175
+1
| +0.6% | +$22 | ﹤0.01% | 337 |
|
|
2023
Q1 | $3.9K | Buy |
174
+2
| +1% | +$45 | ﹤0.01% | 336 |
|
|
2022
Q4 | $4.11K | Buy |
172
+1
| +0.6% | +$24 | ﹤0.01% | 454 |
|
|
2022
Q3 | $3K | Buy |
+171
| New | +$3K | ﹤0.01% | 373 |
|
|
2022
Q2 | – | Sell |
-167
| Closed | -$4K | – | 477 |
|
|
2022
Q1 | $4K | Buy |
167
+1
| +0.6% | +$24 | ﹤0.01% | 450 |
|
|
2021
Q4 | $3K | Buy |
+166
| New | +$3K | ﹤0.01% | 530 |
|