Arkadios Wealth 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 | $1.16M | Buy |
49,448
+2,617
| +6% | +$61.4K | 0.03% | 511 |
|
|
2025
Q1 | $1.2M | Buy |
+46,831
| New | +$1.2M | 0.05% | 405 |
|
|
2021
Q4 | – | Sell |
-500
| Closed | -$7K | – | 972 |
|
|
2021
Q3 | $7K | Sell |
500
-37,047
| -99% | -$519K | ﹤0.01% | 1519 |
|
|
2021
Q2 | $553K | Buy |
37,547
+35,731
| +1,968% | +$526K | 0.07% | 304 |
|
|
2021
Q1 | $24K | Sell |
1,816
-1,326
| -42% | -$17.5K | ﹤0.01% | 916 |
|
|
2020
Q4 | $31K | Buy |
+3,142
| New | +$31K | 0.01% | 648 |
|
|
2020
Q1 | – | Sell |
-3,171
| Closed | -$45.8K | – | 1239 |
|
|
2019
Q4 | $45.8K | Buy |
+3,171
| New | +$45.8K | 0.03% | 325 |
|