Fee-Only Financial Planning’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 | $277K | Hold |
11,815
| – | – | 0.17% | 34 |
|
|
2025
Q1 | $302K | Hold |
11,815
| – | – | 0.21% | 32 |
|
|
2024
Q4 | $282K | Sell |
11,815
-1,000
| -8% | -$23.8K | 0.18% | 35 |
|
|
2024
Q3 | $309K | Hold |
12,815
| – | – | 0.2% | 34 |
|
|
2024
Q2 | $322K | Hold |
12,815
| – | – | 0.22% | 32 |
|
|
2024
Q1 | $332K | Hold |
12,815
| – | – | 0.22% | 34 |
|
|
2023
Q4 | $295K | Hold |
12,815
| – | – | 0.21% | 33 |
|
|
2023
Q3 | $319K | Hold |
12,815
| – | – | 0.26% | 32 |
|
|
2023
Q2 | $284K | Hold |
12,815
| – | – | 0.22% | 33 |
|
|
2023
Q1 | $288K | Sell |
12,815
-500
| -4% | -$11.2K | 0.23% | 33 |
|
|
2022
Q4 | $317K | Buy |
+13,315
| New | +$317K | 0.27% | 32 |
|