EverSource Wealth Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.9K | Buy |
379
+3
| +0.8% | +$70 | ﹤0.01% | 2870 |
|
|
2025
Q1 | $9.61K | Buy |
376
+3
| +0.8% | +$77 | ﹤0.01% | 2129 |
|
|
2024
Q4 | $8.9K | Hold |
373
| – | – | ﹤0.01% | 2058 |
|
|
2024
Q3 | $8.99K | Sell |
373
-510
| -58% | -$12.3K | ﹤0.01% | 1930 |
|
|
2024
Q2 | $22.7K | Buy |
883
+510
| +137% | +$13.1K | ﹤0.01% | 1446 |
|
|
2024
Q1 | $9.57K | Hold |
373
| – | – | ﹤0.01% | 1710 |
|
|
2023
Q4 | $8.6K | Buy |
373
+3
| +0.8% | +$69 | ﹤0.01% | 1629 |
|
|
2023
Q3 | $9.22K | Buy |
+370
| New | +$9.22K | ﹤0.01% | 1448 |
|
|
2022
Q2 | – | Sell |
-237
| Closed | -$5K | – | 1771 |
|
|
2022
Q1 | $5K | Hold |
237
| – | – | ﹤0.01% | 1242 |
|
|
2021
Q4 | $4K | Buy |
+237
| New | +$4K | ﹤0.01% | 1326 |
|