Atria Wealth Solutions’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 | $880K | Sell |
36,596
-7,013
| -16% | -$169K | 0.02% | 687 |
|
|
2025
Q1 | $1.11M | Buy |
43,609
+19,528
| +81% | +$499K | 0.01% | 836 |
|
|
2024
Q4 | $574K | Sell |
24,081
-1,146
| -5% | -$27.3K | 0.01% | 1189 |
|
|
2024
Q3 | $607K | Sell |
25,227
-37,979
| -60% | -$915K | 0.01% | 1135 |
|
|
2024
Q2 | $1.59M | Sell |
63,206
-5,471
| -8% | -$137K | 0.02% | 708 |
|
|
2024
Q1 | $1.78M | Buy |
68,677
+2,330
| +4% | +$60.3K | 0.02% | 677 |
|
|
2023
Q4 | $1.53M | Buy |
66,347
+3,447
| +5% | +$79.4K | 0.02% | 691 |
|
|
2023
Q3 | $1.57M | Buy |
62,900
+31,728
| +102% | +$790K | 0.02% | 637 |
|
|
2023
Q2 | $691K | Buy |
31,172
+207
| +0.7% | +$4.59K | 0.01% | 1010 |
|
|
2023
Q1 | $695K | Sell |
30,965
-7,917
| -20% | -$178K | 0.01% | 966 |
|
|
2022
Q4 | $925K | Sell |
38,882
-908
| -2% | -$21.6K | 0.01% | 786 |
|
|
2022
Q3 | $790K | Buy |
39,790
+7,010
| +21% | +$139K | 0.01% | 805 |
|
|
2022
Q2 | $636K | Buy |
32,780
+11,218
| +52% | +$218K | 0.01% | 840 |
|
|
2022
Q1 | $452K | Buy |
+21,562
| New | +$452K | 0.01% | 1121 |
|