Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-545
| Closed | -$7K | – | 886 |
|
|
2021
Q1 | $7K | Hold |
545
| – | – | ﹤0.01% | 1365 |
|
|
2020
Q4 | $6K | Hold |
545
| – | – | ﹤0.01% | 1297 |
|
|
2020
Q3 | $4K | Sell |
545
-140
| -20% | -$1.03K | ﹤0.01% | 1244 |
|
|
2020
Q2 | $7K | Buy |
685
+10
| +1% | +$102 | ﹤0.01% | 1324 |
|
|
2020
Q1 | $6K | Buy |
675
+130
| +24% | +$1.16K | ﹤0.01% | 1197 |
|
|
2019
Q4 | $9K | Buy |
+545
| New | +$9K | ﹤0.01% | 1121 |
|