BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-71
| Closed | -$1K | – | 995 |
|
|
2022
Q1 | $1K | Buy |
+71
| New | +$1K | ﹤0.01% | 917 |
|
|
2020
Q4 | – | Sell |
-18
| Closed | – | – | 965 |
|
|
2020
Q3 | $0 | Buy |
18
+2
| +13% | – | ﹤0.01% | 934 |
|
|
2020
Q2 | $0 | Hold |
16
| – | – | ﹤0.01% | 999 |
|
|
2020
Q1 | $0 | Buy |
16
+2
| +14% | – | ﹤0.01% | 943 |
|
|
2019
Q4 | $0 | Buy |
14
+1
| +8% | – | ﹤0.01% | 944 |
|
|
2019
Q3 | $0 | Buy |
13
+4
| +44% | – | ﹤0.01% | 703 |
|
|
2019
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 742 |
|
|
2019
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 736 |
|
|
2018
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 699 |
|