Robertson Stephens 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $409K | Buy |
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|
2023
Q4 | $353K | Hold |
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|
2023
Q3 | $381K | Hold |
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|
2023
Q2 | $339K | Sell |
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|
2023
Q1 | $345K | Sell |
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|
2022
Q4 | $418K | Sell |
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|
2022
Q3 | $554K | Sell |
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|
2022
Q2 | $700K | Sell |
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|
2022
Q1 | $948K | Sell |
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|
2021
Q4 | $802K | Sell |
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|
2021
Q3 | $873K | Sell |
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|
2021
Q2 | $961K | Sell |
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|
2021
Q1 | $1.01M | Sell |
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|
2020
Q4 | $853K | Buy |
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|
2020
Q3 | $577K | Buy |
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