Fidelity msci energy idx shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Fidelity msci energy idx (FENY) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Fidelity msci energy idx
Tip: Access up to 7 years of quarterly data
All positions including Fidelity msci energy idx held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Fidelity msci energy idx by Burns Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $281k | 11k | 24.91 |
2023-06-30 | $250k | 11k | 22.16 |
2023-03-31 | $253k | 11k | 22.44 |
2022-12-31 | $268k | 11k | 23.84 |
2022-09-30 | $224k | 11k | 19.89 |
2022-06-30 | $218k | 11k | 19.36 |
2022-03-31 | $236k | 11k | 20.96 |
2021-12-31 | $171k | 11k | 15.19 |