Wealth Enhancement Advisory Services’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 | $556K | Buy |
23,137
+3,424
| +17% | +$82.3K | ﹤0.01% | 2136 |
|
|
2025
Q1 | $504K | Buy |
19,713
+4,907
| +33% | +$125K | ﹤0.01% | 2055 |
|
|
2024
Q4 | $353K | Sell |
14,806
-398
| -3% | -$9.49K | ﹤0.01% | 2225 |
|
|
2024
Q3 | $366K | Sell |
15,204
-2,169
| -12% | -$52.2K | ﹤0.01% | 2027 |
|
|
2024
Q2 | $436K | Buy |
17,373
+4,974
| +40% | +$125K | ﹤0.01% | 1731 |
|
|
2024
Q1 | $321K | Sell |
12,399
-818
| -6% | -$21.2K | ﹤0.01% | 1876 |
|
|
2023
Q4 | $305K | Sell |
13,217
-367
| -3% | -$8.46K | ﹤0.01% | 1796 |
|
|
2023
Q3 | $338K | Buy |
+13,584
| New | +$338K | ﹤0.01% | 1661 |
|