Visionary Wealth Advisors’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
Sell
-21,904
Closed -$560K 575
2025
Q1
$560K Buy
21,904
+69
+0.3% +$1.76K 0.03% 327
2024
Q4
$521K Buy
21,835
+844
+4% +$20.1K 0.03% 346
2024
Q3
$505K Buy
20,991
+2,504
+14% +$60.3K 0.03% 343
2024
Q2
$464K Buy
+18,487
New +$464K 0.03% 339