EWS
Evergreen Wealth Solutions’s Fidelity MSCI Energy Index ETF FENY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,615
| Closed | -$277K | – | 110 |
|
|
2024
Q4 | $277K | Sell |
11,615
-3,735
| -24% | -$89K | 0.19% | 84 |
|
|
2024
Q3 | $370K | Sell |
15,350
-7,175
| -32% | -$173K | 0.25% | 77 |
|
|
2024
Q2 | $565K | Buy |
22,525
+475
| +2% | +$11.9K | 0.4% | 53 |
|
|
2024
Q1 | $570K | Buy |
+22,050
| New | +$570K | 0.42% | 53 |
|