LWS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-10,490
| Closed | -$139K | – | 59 |
|
|
2021
Q1 | $139K | Buy |
10,490
+416
| +4% | +$5.51K | 0.06% | 59 |
|
|
2020
Q4 | $102K | Sell |
10,074
-165
| -2% | -$1.67K | 0.05% | 59 |
|
|
2020
Q3 | $81K | Buy |
10,239
+154
| +2% | +$1.22K | 0.04% | 56 |
|
|
2020
Q2 | $100K | Buy |
+10,085
| New | +$100K | 0.05% | 55 |
|
|
2020
Q1 | – | Sell |
-8,116
| Closed | -$130K | – | 57 |
|
|
2019
Q4 | $130K | Buy |
+8,116
| New | +$130K | 0.07% | 62 |
|