LJI Wealth Management’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 | $323K | Sell |
13,770
-729
| -5% | -$17.1K | 0.06% | 138 |
|
|
2025
Q1 | $370K | Sell |
14,499
-1
| -0% | -$26 | 0.07% | 113 |
|
|
2024
Q4 | $346K | Sell |
14,500
-665
| -4% | -$15.9K | 0.07% | 119 |
|
|
2024
Q3 | $365K | Sell |
15,165
-145
| -0.9% | -$3.49K | 0.07% | 133 |
|
|
2024
Q2 | $384K | Hold |
15,310
| – | – | 0.08% | 122 |
|
|
2024
Q1 | $396K | Sell |
15,310
-721
| -4% | -$18.7K | 0.1% | 96 |
|
|
2023
Q4 | $369K | Buy |
16,031
+141
| +0.9% | +$3.25K | 0.1% | 114 |
|
|
2023
Q3 | $396K | Buy |
15,890
+1,034
| +7% | +$25.8K | 0.11% | 95 |
|
|
2023
Q2 | $329K | Sell |
14,856
-1,550
| -9% | -$34.3K | 0.1% | 107 |
|
|
2023
Q1 | $368K | Hold |
16,406
| – | – | 0.12% | 95 |
|
|
2022
Q4 | $391K | Buy |
+16,406
| New | +$391K | 0.14% | 80 |
|