Fee-Only Financial Planning’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 | $292K | Hold |
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|
2025
Q2 | $277K | Hold |
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|
2025
Q1 | $302K | Hold |
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|
2024
Q4 | $282K | Sell |
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|
2024
Q3 | $309K | Hold |
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|
2024
Q2 | $322K | Hold |
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|
2024
Q1 | $332K | Hold |
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|
2023
Q4 | $295K | Hold |
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|
2023
Q3 | $319K | Hold |
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|
2023
Q2 | $284K | Hold |
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|
2023
Q1 | $288K | Sell |
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|
2022
Q4 | $317K | Buy |
|