Lifeworks Advisors’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 | $372K | Buy |
15,856
+2,518
| +19% | +$59K | 0.06% | 233 |
|
|
2025
Q1 | $341K | Buy |
13,338
+737
| +6% | +$18.8K | 0.06% | 232 |
|
|
2024
Q4 | $300K | Buy |
12,601
+2,034
| +19% | +$48.5K | 0.05% | 236 |
|
|
2024
Q3 | $254K | Buy |
+10,567
| New | +$254K | 0.05% | 252 |
|
|
2024
Q2 | – | Sell |
-11,084
| Closed | -$287K | – | 228 |
|
|
2024
Q1 | $287K | Buy |
11,084
+1,624
| +17% | +$42K | 0.08% | 186 |
|
|
2023
Q4 | $218K | Buy |
+9,460
| New | +$218K | 0.08% | 188 |
|