LRI Investments’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 | $106K | Hold |
4,536
| – | – | 0.01% | 425 |
|
|
2025
Q1 | $116K | Hold |
4,536
| – | – | 0.01% | 383 |
|
|
2024
Q4 | $108K | Hold |
4,536
| – | – | 0.01% | 406 |
|
|
2024
Q3 | $118K | Buy |
4,536
+4,027
| +791% | +$105K | 0.01% | 376 |
|
|
2024
Q2 | $12.8K | Hold |
509
| – | – | ﹤0.01% | 704 |
|
|
2024
Q1 | $13.2K | Buy |
+509
| New | +$13.2K | ﹤0.01% | 452 |
|