Founders Capital Management (Texas)’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 | $13.9K | Hold |
593
| – | – | 0.01% | 262 |
|
2025
Q1 | $15.2K | Hold |
593
| – | – | 0.01% | 250 |
|
2024
Q4 | $14.1K | Hold |
593
| – | – | 0.01% | 257 |
|
2024
Q3 | $14.3K | Hold |
593
| – | – | 0.01% | 264 |
|
2024
Q2 | $14.9K | Hold |
593
| – | – | 0.01% | 258 |
|
2024
Q1 | $15.3K | Sell |
593
-145
| -20% | -$3.75K | 0.01% | 252 |
|
2023
Q4 | $17K | Hold |
738
| – | – | 0.01% | 244 |
|
2023
Q3 | $18.4K | Hold |
738
| – | – | 0.01% | 228 |
|
2023
Q2 | $16.4K | Hold |
738
| – | – | 0.01% | 261 |
|
2023
Q1 | $17K | Hold |
738
| – | – | 0.01% | 256 |
|
2022
Q4 | $18K | Hold |
738
| – | – | 0.01% | 234 |
|
2022
Q3 | $15K | Hold |
738
| – | – | 0.01% | 255 |
|
2022
Q2 | $14K | Buy |
+738
| New | +$14K | 0.01% | 273 |
|