Mirsky Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-47,559
| Closed | -$761K | – | 35 |
|
|
2019
Q4 | $761K | Sell |
47,559
-87,235
| -65% | -$1.4M | 0.49% | 27 |
|
|
2019
Q3 | $2.12M | Buy |
134,794
+4,095
| +3% | +$64.5K | 1.52% | 18 |
|
|
2019
Q2 | $2.25M | Buy |
130,699
+5,100
| +4% | +$87.7K | 1.69% | 19 |
|
|
2019
Q1 | $2.27M | Buy |
125,599
+31,275
| +33% | +$565K | 1.77% | 19 |
|
|
2018
Q4 | $1.47M | Buy |
+94,324
| New | +$1.47M | 1.29% | 18 |
|