Larson Financial Group’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 | $49.4K | Buy |
2,105
+6
| +0.3% | +$141 | ﹤0.01% | 1071 |
|
2025
Q1 | $53.6K | Buy |
2,099
+4
| +0.2% | +$102 | ﹤0.01% | 995 |
|
2024
Q4 | $49.9K | Buy |
2,095
+2,062
| +6,248% | +$49.2K | ﹤0.01% | 898 |
|
2024
Q3 | $795 | Hold |
33
| – | – | ﹤0.01% | 2014 |
|
2024
Q2 | $821 | Buy |
+33
| New | +$821 | ﹤0.01% | 1741 |
|
2024
Q1 | – | Sell |
-298
| Closed | -$6.87K | – | 1822 |
|
2023
Q4 | $6.87K | Buy |
298
+165
| +124% | +$3.8K | ﹤0.01% | 1105 |
|
2023
Q3 | $3.31K | Hold |
133
| – | – | ﹤0.01% | 1262 |
|
2023
Q2 | $2.95K | Sell |
133
-167
| -56% | -$3.7K | ﹤0.01% | 1201 |
|
2023
Q1 | $6.73K | Buy |
300
+133
| +80% | +$2.99K | ﹤0.01% | 1022 |
|
2022
Q4 | $3.98K | Buy |
+167
| New | +$3.98K | ﹤0.01% | 1075 |
|