Mascoma 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 | $4.9K | Hold |
209
| – | – | ﹤0.01% | 380 |
|
|
2025
Q1 | $5.34K | Hold |
209
| – | – | ﹤0.01% | 394 |
|
|
2024
Q4 | $4.98K | Hold |
209
| – | – | ﹤0.01% | 407 |
|
|
2024
Q3 | $5.03K | Hold |
209
| – | – | ﹤0.01% | 385 |
|
|
2024
Q2 | $5.24K | Hold |
209
| – | – | ﹤0.01% | 406 |
|
|
2024
Q1 | $5.41K | Hold |
209
| – | – | ﹤0.01% | 375 |
|
|
2023
Q4 | $4.82K | Hold |
209
| – | – | ﹤0.01% | 389 |
|
|
2023
Q3 | $5.21K | Hold |
209
| – | – | ﹤0.01% | 392 |
|
|
2023
Q2 | $5.03K | Sell |
209
-1,871
| -90% | -$45K | ﹤0.01% | 388 |
|
|
2023
Q1 | $47.8K | Hold |
2,080
| – | – | 0.01% | 238 |
|
|
2022
Q4 | $49.6K | Hold |
2,080
| – | – | 0.02% | 229 |
|
|
2022
Q3 | $41K | Hold |
2,080
| – | – | 0.01% | 247 |
|
|
2022
Q2 | $40K | Hold |
2,080
| – | – | 0.01% | 269 |
|
|
2022
Q1 | $44K | Hold |
2,080
| – | – | 0.01% | 276 |
|
|
2021
Q4 | $32K | Hold |
2,080
| – | – | 0.01% | 270 |
|
|
2021
Q3 | $30K | Buy |
+2,080
| New | +$30K | 0.01% | 252 |
|
|
2021
Q2 | – | Sell |
-2,080
| Closed | -$28K | – | 226 |
|
|
2021
Q1 | $28K | Buy |
+2,080
| New | +$28K | 0.01% | 262 |
|