Belpointe Asset 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
Q1 | – | Sell |
-42,164
| Closed | -$1.06M | – | 952 |
|
|
2024
Q4 | $1.06M | Buy |
42,164
+366
| +0.9% | +$9.17K | 0.06% | 299 |
|
|
2024
Q3 | $1.01M | Buy |
41,798
+4,817
| +13% | +$116K | 0.06% | 316 |
|
|
2024
Q2 | $928K | Buy |
+36,981
| New | +$928K | 0.06% | 292 |
|
|
2023
Q2 | – | Sell |
-1,806
| Closed | -$40.5K | – | 1494 |
|
|
2023
Q1 | $40.5K | Hold |
1,806
| – | – | ﹤0.01% | 1833 |
|
|
2022
Q4 | $43.1K | Buy |
+1,806
| New | +$43.1K | ﹤0.01% | 1698 |
|