Lake Point Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1K | Hold |
76
| – | – | ﹤0.01% | 375 |
|
|
2022
Q1 | $2K | Buy |
76
+1
| +1% | +$26 | ﹤0.01% | 325 |
|
|
2021
Q4 | $1K | Buy |
75
+1
| +1% | +$13 | ﹤0.01% | 386 |
|
|
2021
Q3 | $1K | Buy |
74
+1
| +1% | +$14 | ﹤0.01% | 360 |
|
|
2021
Q2 | $1K | Buy |
+73
| New | +$1K | ﹤0.01% | 371 |
|
|
2020
Q1 | $1K | Buy |
69
+1
| +1% | +$14 | ﹤0.01% | 307 |
|
|
2019
Q4 | $1K | Buy |
+68
| New | +$1K | ﹤0.01% | 555 |
|
|
2019
Q2 | $2K | Hold |
93
| – | – | ﹤0.01% | 530 |
|
|
2019
Q1 | $2K | Buy |
93
+1
| +1% | +$22 | ﹤0.01% | 530 |
|
|
2018
Q4 | $1K | Buy |
+92
| New | +$1K | ﹤0.01% | 754 |
|