Coppell Advisory 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
Q1 | – | Sell |
-7,113
| Closed | -$168K | – | 842 |
|
|
2024
Q4 | $168K | Sell |
7,113
-708
| -9% | -$16.7K | 0.02% | 310 |
|
|
2024
Q3 | $187K | Sell |
7,821
-577
| -7% | -$13.8K | 0.03% | 297 |
|
|
2024
Q2 | $211K | Buy |
+8,398
| New | +$211K | 0.03% | 247 |
|
|
2023
Q4 | $317K | Buy |
+13,772
| New | +$317K | 0.06% | 195 |
|
|
2023
Q3 | – | Sell |
-282
| Closed | -$6.21K | – | 1307 |
|
|
2023
Q2 | $6.21K | Buy |
+282
| New | +$6.21K | ﹤0.01% | 807 |
|