Concord Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-78
| Closed | -$1.76K | – | 1050 |
|
|
2023
Q1 | $1.76K | Hold |
78
| – | – | ﹤0.01% | 832 |
|
|
2022
Q4 | $1.85K | Buy |
+78
| New | +$1.85K | ﹤0.01% | 951 |
|
|
2022
Q3 | – | Sell |
-76
| Closed | -$1K | – | 489 |
|
|
2022
Q2 | $1K | Buy |
76
+1
| +1% | +$13 | ﹤0.01% | 1127 |
|
|
2022
Q1 | $2K | Hold |
75
| – | – | ﹤0.01% | 1093 |
|
|
2021
Q4 | $1K | Buy |
+75
| New | +$1K | ﹤0.01% | 1213 |
|