Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-451
| Closed | -$11.2K | – | 848 |
|
|
2023
Q3 | $11.2K | Buy |
+451
| New | +$11.2K | ﹤0.01% | 517 |
|
|
2023
Q2 | – | Sell |
-437
| Closed | -$9.81K | – | 832 |
|
|
2023
Q1 | $9.81K | Hold |
437
| – | – | ﹤0.01% | 566 |
|
|
2022
Q4 | $10.4K | Buy |
+437
| New | +$10.4K | ﹤0.01% | 576 |
|
|
2020
Q4 | – | Sell |
-1,400
| Closed | -$11K | – | 926 |
|
|
2020
Q3 | $11K | Buy |
+1,400
| New | +$11K | ﹤0.01% | 588 |
|