Lake Point Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$1K Hold
76
﹤0.01% 375
2022
Q1
$2K Buy
76
+1
+1% +$19 ﹤0.01% 325
2021
Q4
$1K Buy
75
+1
+1% +$16 ﹤0.01% 386
2021
Q3
$1K Buy
74
+1
+1% +$14 ﹤0.01% 360
2021
Q2
$1K Buy
+73
New +$1.03K ﹤0.01% 371
2020
Q1
$1K Buy
69
+1
+1% +$13 ﹤0.01% 317
2019
Q4
$1K Buy
+68
New +$1.07K ﹤0.01% 555
2019
Q2
$2K Hold
93
﹤0.01% 530
2019
Q1
$2K Buy
93
+1
+1% +$18 ﹤0.01% 528
2018
Q4
$1K Buy
+92
New +$1.71K ﹤0.01% 754

Other funds holding FENY