Primoris Wealth Advisors’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 | $246K | Buy |
+10,500
| New | +$246K | 0.17% | 85 |
|
|
2024
Q4 | – | Sell |
-126,063
| Closed | -$2.79M | – | 95 |
|
|
2024
Q3 | $2.79M | Buy |
+126,063
| New | +$2.79M | 2.03% | 17 |
|
|
2022
Q2 | – | Sell |
-12,485
| Closed | -$259K | – | 81 |
|
|
2022
Q1 | $259K | Sell |
12,485
-1,160
| -9% | -$24.1K | 0.24% | 63 |
|
|
2021
Q4 | $211K | Buy |
+13,645
| New | +$211K | 0.17% | 78 |
|