Maltin 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 | $2.47M | Buy |
105,128
+6,203
| +6% | +$145K | 1.11% | 34 |
|
|
2025
Q1 | $2.53M | Buy |
98,925
+11,606
| +13% | +$297K | 1.19% | 29 |
|
|
2024
Q4 | $2.08M | Buy |
87,319
+1,563
| +2% | +$37.3K | 1.02% | 33 |
|
|
2024
Q3 | $2.06M | Buy |
85,756
+5,069
| +6% | +$122K | 1.01% | 37 |
|
|
2024
Q2 | $2.02M | Buy |
80,687
+3,929
| +5% | +$98.6K | 1.09% | 31 |
|
|
2024
Q1 | $1.99M | Buy |
76,758
+6,405
| +9% | +$166K | 1.12% | 29 |
|
|
2023
Q4 | $1.62M | Sell |
70,353
-1,004
| -1% | -$23.1K | 1.03% | 32 |
|
|
2023
Q3 | $1.78M | Buy |
71,357
+2,808
| +4% | +$69.9K | 1.24% | 30 |
|
|
2023
Q2 | $1.52M | Buy |
68,549
+1,439
| +2% | +$31.9K | 1.07% | 30 |
|
|
2023
Q1 | $1.51M | Sell |
67,110
-10,020
| -13% | -$225K | 1.09% | 32 |
|
|
2022
Q4 | $1.84M | Sell |
77,130
-9,415
| -11% | -$224K | 1.34% | 25 |
|
|
2022
Q3 | $1.72M | Buy |
86,545
+3,568
| +4% | +$70.9K | 1.36% | 25 |
|
|
2022
Q2 | $1.61M | Sell |
82,977
-794
| -0.9% | -$15.4K | 1.16% | 32 |
|
|
2022
Q1 | $1.75M | Buy |
83,771
+7,144
| +9% | +$150K | 1.16% | 29 |
|
|
2021
Q4 | $1.16M | Buy |
76,627
+2,889
| +4% | +$43.8K | 0.7% | 45 |
|
|
2021
Q3 | $1.06M | Buy |
73,738
+71
| +0.1% | +$1.02K | 0.65% | 43 |
|
|
2021
Q2 | $1.09M | Buy |
73,667
+2,437
| +3% | +$36K | 0.66% | 42 |
|
|
2021
Q1 | $944K | Buy |
71,230
+2,766
| +4% | +$36.7K | 0.61% | 45 |
|
|
2020
Q4 | $695K | Buy |
68,464
+1,212
| +2% | +$12.3K | 0.49% | 52 |
|
|
2020
Q3 | $531K | Sell |
67,252
-1,894
| -3% | -$15K | 0.38% | 57 |
|
|
2020
Q2 | $687K | Sell |
69,146
-21,543
| -24% | -$214K | 0.52% | 44 |
|
|
2020
Q1 | $682K | Sell |
90,689
-377
| -0.4% | -$2.84K | 0.58% | 43 |
|
|
2019
Q4 | $1.46M | Buy |
+91,066
| New | +$1.46M | 0.94% | 29 |
|