Traphagen Investment Advisors’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 | $220K | Sell |
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|
2025
Q2 | $209K | Buy |
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|
2025
Q1 | $227K | Buy |
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|
2024
Q4 | $211K | Buy |
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|
2024
Q3 | $212K | Sell |
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|
2024
Q2 | $228K | Sell |
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|
2024
Q1 | $278K | Buy |
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|
2023
Q4 | $247K | Buy |
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|
2023
Q3 | $266K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $278K | Sell |
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|
2022
Q4 | $311K | Sell |
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|
2022
Q3 | $292K | Sell |
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|
2022
Q2 | $364K | Sell |
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|
2022
Q1 | $418K | Sell |
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|
2021
Q4 | $343K | Sell |
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|
2021
Q3 | $336K | Sell |
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|
2021
Q2 | $350K | Sell |
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|
2021
Q1 | $337K | Buy |
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|
2020
Q4 | $103K | Sell |
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|
2020
Q3 | $11.2M | Buy |
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|
2020
Q2 | $111K | Buy |
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