TrueWealth 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 | $306K | Sell |
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|
2025
Q2 | $294K | Sell |
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|
2025
Q1 | $325K | Hold |
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|
2024
Q4 | $303K | Sell |
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|
2024
Q3 | $307K | Buy |
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|
2024
Q2 | $298K | Sell |
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|
2024
Q1 | $360K | Sell |
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|
2023
Q4 | $355K | Sell |
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|
2023
Q3 | $448K | Sell |
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|
2023
Q2 | $510K | Sell |
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|
2023
Q1 | $1.72M | Sell |
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|
2022
Q4 | $2.08M | Buy |
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|
2022
Q3 | $1.66M | Buy |
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|
2022
Q2 | $1.14M | Buy |
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