Exencial Wealth Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $291K | Hold |
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|
2025
Q2 | $276K | Hold |
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|
2025
Q1 | $301K | Hold |
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|
2024
Q4 | $280K | Hold |
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|
2024
Q3 | $283K | Hold |
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|
2024
Q2 | $295K | Hold |
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|
2024
Q1 | $304K | Hold |
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|
2023
Q4 | $271K | Buy |
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|
2023
Q3 | $280K | Sell |
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|
2023
Q2 | $250K | Buy |
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|
2023
Q1 | $253K | Hold |
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|
2022
Q4 | $268K | Hold |
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|
2022
Q3 | $224K | Hold |
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|
2022
Q2 | $218K | Hold |
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|
2022
Q1 | $236K | Hold |
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|
2021
Q4 | $171K | Buy |
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