Hyperion Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-37,500
| Closed | -$970K | – | 110 |
|
|
2024
Q1 | $970K | Hold |
37,500
| – | – | 0.46% | 25 |
|
|
2023
Q4 | $864K | Hold |
37,500
| – | – | 0.47% | 26 |
|
|
2023
Q3 | $934K | Hold |
37,500
| – | – | 0.51% | 27 |
|
|
2023
Q2 | $831K | Hold |
37,500
| – | – | 0.45% | 27 |
|
|
2023
Q1 | $842K | Hold |
37,500
| – | – | 0.4% | 28 |
|
|
2022
Q4 | $894K | Hold |
37,500
| – | – | 0.44% | 27 |
|
|
2022
Q3 | $745K | Hold |
37,500
| – | – | 0.37% | 29 |
|
|
2022
Q2 | $728K | Buy |
+37,500
| New | +$728K | 0.34% | 31 |
|