VCI 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
$955K Buy
40,728
+4,217
+12% +$98.9K 0.33% 77
2025
Q1
$933K Buy
36,511
+20,609
+130% +$527K 0.39% 72
2024
Q4
$379K Buy
15,902
+626
+4% +$14.9K 0.16% 81
2024
Q3
$368K Sell
15,276
-19,081
-56% -$459K 0.16% 85
2024
Q2
$862K Sell
34,357
-47,704
-58% -$1.2M 0.43% 55
2024
Q1
$2.12M Sell
82,061
-13,385
-14% -$346K 1.44% 19
2023
Q4
$2.2M Buy
+95,446
New +$2.2M 1.34% 20