BWM
FENY icon

BerganKDV Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

BerganKDV Wealth Management’s Portfolio FENY Stock Details FENY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-71
Closed -$1K – 995
2022
Q1 		$1K Buy
+71
New +$1.33K ﹤0.01% 917
2020
Q4 		– Sell
-18
Closed – – 965
2020
Q3 		$0 Buy
18
+2
+13% +$19 ﹤0.01% 934
2020
Q2 		$0 Hold
16
– – ﹤0.01% 999
2020
Q1 		$0 Buy
16
+2
+14% +$25 ﹤0.01% 943
2019
Q4 		$0 Buy
14
+1
+8% +$16 ﹤0.01% 944
2019
Q3 		$0 Buy
13
+4
+44% +$65 ﹤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 +$167 ﹤0.01% 699

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