AA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Buy |
19,118
+779
| +4% | +$18.3K | 0.1% | 116 |
|
|
2025
Q1 | $469K | Buy |
18,339
+860
| +5% | +$22K | 0.11% | 108 |
|
|
2024
Q4 | $417K | Buy |
17,479
+1,158
| +7% | +$27.6K | 0.11% | 110 |
|
|
2024
Q3 | $393K | Buy |
16,321
+5,943
| +57% | +$143K | 0.11% | 115 |
|
|
2024
Q2 | $260K | Buy |
10,378
+909
| +10% | +$22.8K | 0.09% | 142 |
|
|
2024
Q1 | $245K | Buy |
9,469
+422
| +5% | +$10.9K | 0.1% | 141 |
|
|
2023
Q4 | $208K | Buy |
+9,047
| New | +$208K | 0.14% | 62 |
|