Geneos Wealth Management’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
Q2 | – | Sell |
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|
2025
Q1 | $3.32K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $188K | Hold |
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|
2024
Q1 | $194K | Buy |
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|
2023
Q4 | $1.5K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.24K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $8K | Sell |
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|
2022
Q2 | $56K | Sell |
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|
2022
Q1 | $75K | Sell |
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|
2021
Q4 | $185K | Sell |
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|
2021
Q3 | $192K | Hold |
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|
2021
Q2 | $193K | Hold |
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|
2021
Q1 | $172K | Hold |
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|
2020
Q4 | $176K | Buy |
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|
2020
Q3 | $100K | Buy |
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|
2020
Q2 | $111K | Buy |
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|
2020
Q1 | $80K | Buy |
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|
2019
Q4 | $164K | Buy |
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|
2019
Q3 | $151K | Buy |
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|
2019
Q2 | $156K | Hold |
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|
2019
Q1 | $164K | Buy |
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|
2018
Q4 | $128K | Hold |
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|
2018
Q3 | $175K | Buy |
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|
2018
Q2 | $106K | Buy |
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|
2018
Q1 | $89K | Hold |
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|
2017
Q4 | $95K | Sell |
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|
2017
Q3 | $94K | Sell |
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|
2017
Q2 | $103K | Buy |
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|
2017
Q1 | $70K | Buy |
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|
2016
Q4 | $24K | Buy |
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