Heartwood Wealth Advisors’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 | $233K | Hold |
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|
2025
Q2 | $221K | Hold |
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|
2025
Q1 | $240K | Sell |
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|
2024
Q4 | $256K | Hold |
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|
2024
Q3 | $258K | Hold |
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|
2024
Q2 | $269K | Hold |
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|
2024
Q1 | $277K | Buy |
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|
2023
Q4 | $236K | Hold |
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|
2023
Q3 | $255K | Hold |
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|
2023
Q2 | $227K | Hold |
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|
2023
Q1 | $230K | Hold |
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|
2022
Q4 | $244K | Sell |
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|
2022
Q3 | $246K | Hold |
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|
2022
Q2 | $240K | Hold |
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|
2022
Q1 | $259K | Buy |
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|
2021
Q4 | $188K | Hold |
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|
2021
Q3 | $178K | Hold |
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|
2021
Q2 | $183K | Hold |
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|
2021
Q1 | $164K | Buy |
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