Able 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,210
| Closed | -$261K | – | 111 |
|
|
2025
Q1 | $261K | Sell |
10,210
-4,135
| -29% | -$106K | 0.15% | 82 |
|
|
2024
Q4 | $342K | Sell |
14,345
-2,183
| -13% | -$52K | 0.22% | 65 |
|
|
2024
Q3 | $398K | Sell |
16,528
-2,338
| -12% | -$56.3K | 0.3% | 58 |
|
|
2024
Q2 | $473K | Sell |
18,866
-1,013
| -5% | -$25.4K | 0.39% | 50 |
|
|
2024
Q1 | $514K | Sell |
19,879
-3,970
| -17% | -$103K | 0.45% | 40 |
|
|
2023
Q4 | $549K | Buy |
+23,849
| New | +$549K | 0.5% | 37 |
|