Sugarloaf Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $238 | Hold |
10
| – | – | ﹤0.01% | 672 |
|
|
2024
Q3 | $241 | Hold |
10
| – | – | ﹤0.01% | 657 |
|
|
2024
Q2 | $251 | Hold |
10
| – | – | ﹤0.01% | 638 |
|
|
2024
Q1 | $259 | Hold |
10
| – | – | ﹤0.01% | 651 |
|
|
2023
Q4 | $230 | Hold |
10
| – | – | ﹤0.01% | 660 |
|
|
2023
Q3 | $249 | Hold |
10
| – | – | ﹤0.01% | 658 |
|
|
2023
Q2 | $222 | Hold |
10
| – | – | ﹤0.01% | 670 |
|
|
2023
Q1 | $224 | Hold |
10
| – | – | ﹤0.01% | 677 |
|
|
2022
Q4 | $238 | Hold |
10
| – | – | ﹤0.01% | 754 |
|
|
2022
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 754 |
|
|
2022
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 780 |
|
|
2022
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 724 |
|
|
2021
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 752 |
|
|
2021
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 762 |
|
|
2021
Q2 | $0 | Sell |
10
-431
| -98% | – | ﹤0.01% | 755 |
|
|
2021
Q1 | $0 | Buy |
441
+431
| +4,310% | – | ﹤0.01% | 752 |
|
|
2020
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 725 |
|
|
2020
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 688 |
|
|
2020
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 686 |
|
|
2020
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 704 |
|
|
2019
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 700 |
|