Lynch & Associates’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 | $1.42M | Buy |
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|
2025
Q2 | $1.28M | Buy |
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|
2025
Q1 | $1.36M | Buy |
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|
2024
Q4 | $1.25M | Buy |
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|
2024
Q3 | $1.25M | Buy |
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|
2024
Q2 | $1.26M | Buy |
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|
2024
Q1 | $1.28M | Buy |
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|
2023
Q4 | $1.09M | Sell |
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|
2023
Q3 | $1.23M | Buy |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $1.11M | Sell |
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|
2022
Q4 | $1.24M | Sell |
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|
2022
Q3 | $1.04M | Sell |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $1.06M | Buy |
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|
2021
Q4 | $723K | Buy |
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|
2021
Q3 | $682K | Buy |
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|
2021
Q2 | $681K | Buy |
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|
2021
Q1 | $598K | Buy |
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|
2020
Q4 | $440K | Buy |
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|
2020
Q3 | $313K | Buy |
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|
2020
Q2 | $393K | Buy |
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|
2020
Q1 | $293K | Buy |
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|
2019
Q4 | $570K | Buy |
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|
2019
Q3 | $531K | Buy |
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|
2019
Q2 | $572K | Buy |
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|
2019
Q1 | $541K | Buy |
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|
2018
Q4 | $461K | Sell |
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|
2018
Q3 | $667K | Buy |
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|
2018
Q2 | $589K | Buy |
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|
2018
Q1 | $486K | Buy |
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|
2017
Q4 | $461K | Buy |
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|
2017
Q3 | $404K | Buy |
|
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|
2017
Q2 | $359K | Buy |
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|
2017
Q1 | $384K | Buy |
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|
2016
Q4 | $407K | Buy |
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|
2016
Q3 | $381K | Sell |
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|
2016
Q2 | $409K | Buy |
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|
2016
Q1 | $322K | Buy |
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|
2015
Q4 | $248K | Sell |
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|
2015
Q3 | $265K | Buy |
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|
2015
Q2 | $267K | Buy |
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|
2015
Q1 | $264K | Buy |
|