PCS
Personal CFO Solutions’s Fidelity MSCI Energy Index ETF FENY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-253,850
| Closed | -$5.32M | – | 457 |
|
|
2022
Q1 | $5.32M | Buy |
+253,850
| New | +$5.32M | 1.05% | 19 |
|
|
2020
Q1 | – | Sell |
-188,705
| Closed | -$3.02M | – | 312 |
|
|
2019
Q4 | $3.02M | Sell |
188,705
-5,409
| -3% | -$86.6K | 0.87% | 22 |
|
|
2019
Q3 | $3.06M | Buy |
+194,114
| New | +$3.06M | 1.22% | 15 |
|