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New England Capital Financial Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

New England Capital Financial Advisors’s Portfolio FENY Stock Details FENY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-453
Closed -$10.2K – 405
2023
Q1 		$10.2K Hold
453
– – 0.01% 246
2022
Q4 		$11.2K Buy
+453
New +$10.8K 0.01% 244

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New England Capital Financial Advisors's FENY Position: Q2 2023 in Review

New England Capital Financial Advisors sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2023, closing a stake of 453 shares — an estimated $10.2K sold.

New England Capital Financial Advisors first reported a position in FENY in Q4 2022 and held it in 2 quarters. The position peaked at $11.2K in Q4 2022. 173 funds tracked by Wall St. Rank hold FENY as of Q2 2023.

  • New England Capital Financial Advisors reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 453 Fidelity MSCI Energy Index ETF shares in Q2 2023, an estimated $10.2K.
  • New England Capital Financial Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q4 2022 and held it in 2 quarters.
  • New England Capital Financial Advisors's Fidelity MSCI Energy Index ETF position peaked at $11.2K in Q4 2022.
  • 173 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2023.

Based on New England Capital Financial Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.