Farther Finance Advisors’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 | $160K | Buy |
6,831
+6,800
| +21,935% | +$159K | ﹤0.01% | 1500 |
|
|
2025
Q1 | $796 | Hold |
31
| – | – | ﹤0.01% | 3684 |
|
|
2024
Q4 | $739 | Sell |
31
-26
| -46% | -$620 | ﹤0.01% | 3345 |
|
|
2024
Q3 | $1.37K | Hold |
57
| – | – | ﹤0.01% | 3132 |
|
|
2024
Q2 | $1.43K | Hold |
57
| – | – | ﹤0.01% | 2930 |
|
|
2024
Q1 | $1.49K | Hold |
57
| – | – | ﹤0.01% | 2614 |
|
|
2023
Q4 | $1.31K | Sell |
57
-48
| -46% | -$1.11K | ﹤0.01% | 2619 |
|
|
2023
Q3 | $2.62K | Hold |
105
| – | – | ﹤0.01% | 1755 |
|
|
2023
Q2 | $2.33K | Sell |
105
-43
| -29% | -$953 | ﹤0.01% | 1701 |
|
|
2023
Q1 | $3.32K | Buy |
+148
| New | +$3.32K | ﹤0.01% | 1457 |
|