Sheets Smith Wealth Management’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 | $992K | Sell |
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|
2025
Q2 | $961K | Hold |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $1.07M | Hold |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.19M | Sell |
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|
2023
Q4 | $1.14M | Hold |
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|
2023
Q3 | $1.23M | Sell |
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|
2023
Q2 | $1.11M | Sell |
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|
2023
Q1 | $1.13M | Sell |
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|
2022
Q4 | $1.27M | Sell |
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|
2022
Q3 | $1.06M | Hold |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $2.33M | Sell |
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|
2021
Q4 | $1.74M | Buy |
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|
2021
Q3 | $1.63M | Buy |
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|
2021
Q2 | $1.66M | Sell |
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|
2021
Q1 | $1.49M | Buy |
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