Spire 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 | $6.94K | Sell |
296
-865
| -75% | -$20.3K | ﹤0.01% | 1846 |
|
|
2025
Q1 | $29.7K | Buy |
1,161
+98
| +9% | +$2.5K | ﹤0.01% | 1483 |
|
|
2024
Q4 | $25.3K | Sell |
1,063
-126
| -11% | -$3K | ﹤0.01% | 1540 |
|
|
2024
Q3 | $28.6K | Buy |
1,189
+4
| +0.3% | +$96 | ﹤0.01% | 1327 |
|
|
2024
Q2 | $29.7K | Sell |
1,185
-4,777
| -80% | -$120K | ﹤0.01% | 1291 |
|
|
2024
Q1 | $154K | Buy |
5,962
+4
| +0.1% | +$103 | ﹤0.01% | 857 |
|
|
2023
Q4 | $131K | Sell |
5,958
-270
| -4% | -$5.95K | ﹤0.01% | 918 |
|
|
2023
Q3 | $155K | Hold |
6,228
| – | – | 0.01% | 793 |
|
|
2023
Q2 | $138K | Sell |
6,228
-1,341
| -18% | -$29.7K | 0.01% | 853 |
|
|
2023
Q1 | $170K | Sell |
7,569
-2,188
| -22% | -$49.1K | 0.01% | 782 |
|
|
2022
Q4 | $233K | Sell |
9,757
-87
| -0.9% | -$2.08K | 0.01% | 516 |
|
|
2022
Q3 | $196K | Sell |
9,844
-2,198
| -18% | -$43.8K | 0.01% | 533 |
|
|
2022
Q2 | $234K | Sell |
12,042
-10,477
| -47% | -$204K | 0.01% | 708 |
|
|
2022
Q1 | $472K | Buy |
22,519
+10,129
| +82% | +$212K | 0.01% | 593 |
|
|
2021
Q4 | $188K | Buy |
12,390
+746
| +6% | +$11.3K | ﹤0.01% | 1123 |
|
|
2021
Q3 | $168K | Buy |
11,644
+4,316
| +59% | +$62.3K | ﹤0.01% | 989 |
|
|
2021
Q2 | $108K | Buy |
7,328
+5,728
| +358% | +$84.4K | ﹤0.01% | 1159 |
|
|
2021
Q1 | $15K | Buy |
+1,600
| New | +$15K | ﹤0.01% | 2259 |
|