Avantax Advisory Services’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	$3.54M	Buy	150,940 +100,865	+201%	+$2.37M	0.02%	562
2025 Q1	$1.28M	Sell	50,075 -4,940	-9%	-$126K	0.01%	964
2024 Q4	$1.31M	Sell	55,015 -12,546	-19%	-$299K	0.01%	922
2024 Q3	$1.63M	Buy	67,561 +29,532	+78%	+$711K	0.01%	792
2024 Q2	$954K	Buy	+38,029	New	+$954K	0.01%	1001