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

Graham Capital 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
2023
Q2 		– Sell
-4,955
Closed -$111K – 76
2023
Q1 		$111K Buy
+4,955
New +$115K 0.16% 63

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Graham Capital Wealth Management's FENY Position: Q2 2023 in Review

Graham Capital Wealth Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2023, closing a stake of 4,955 shares — an estimated $111K sold.

Graham Capital Wealth Management first reported a position in FENY in Q1 2023 and held it in 1 quarter. The position peaked at $111K in Q1 2023. 173 funds tracked by Wall St. Rank hold FENY as of Q2 2023.

  • Graham Capital Wealth Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2023 after selling out during the quarter.
  • Graham Capital Wealth Management sold 4,955 Fidelity MSCI Energy Index ETF shares in Q2 2023, an estimated $111K.
  • Graham Capital Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q1 2023 and held it in 1 quarter.
  • Graham Capital Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $111K in Q1 2023.
  • 173 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2023.

Based on Graham Capital Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.