VFA
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Valeo Financial Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Valeo Financial Advisors’s Portfolio FENY Stock Details FENY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-545
Closed -$7K – 961
2021
Q1 		$7K Hold
545
– – ﹤0.01% 1450
2020
Q4 		$6K Hold
545
– – ﹤0.01% 1324
2020
Q3 		$4K Sell
545
-140
-20% -$1.31K ﹤0.01% 1289
2020
Q2 		$7K Buy
685
+10
+1% +$97 ﹤0.01% 1399
2020
Q1 		$6K Buy
675
+130
+24% +$1.63K ﹤0.01% 1247
2019
Q4 		$9K Buy
+545
New +$8.55K ﹤0.01% 1135

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