Wealth Quarterback’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 | $1.89M | Sell |
80,779
-9,094
| -10% | -$213K | 0.9% | 26 |
|
|
2025
Q1 | $2.3M | Sell |
89,873
-77,591
| -46% | -$1.98M | 1.29% | 12 |
|
|
2024
Q4 | $3.99M | Sell |
167,464
-5,204
| -3% | -$124K | 1.87% | 9 |
|
|
2024
Q3 | $4.16M | Buy |
172,668
+3,476
| +2% | +$83.7K | 2.16% | 9 |
|
|
2024
Q2 | $4.25M | Sell |
169,192
-9,507
| -5% | -$239K | 2.41% | 7 |
|
|
2024
Q1 | $4.62M | Buy |
178,699
+23,725
| +15% | +$614K | 2.58% | 9 |
|
|
2023
Q4 | $3.57M | Buy |
154,974
+19,498
| +14% | +$449K | 2.18% | 10 |
|
|
2023
Q3 | $3.37M | Sell |
135,476
-3,663
| -3% | -$91.2K | 2.92% | 11 |
|
|
2023
Q2 | $3.08M | Buy |
139,139
+18,042
| +15% | +$400K | 2.14% | 11 |
|
|
2023
Q1 | $2.72M | Buy |
121,097
+2,915
| +2% | +$65.4K | 2.31% | 12 |
|
|
2022
Q4 | $2.82M | Sell |
118,182
-126,536
| -52% | -$3.02M | 2.34% | 13 |
|
|
2022
Q3 | $4.86M | Sell |
244,718
-40,734
| -14% | -$809K | 5.17% | 4 |
|
|
2022
Q2 | $5.54M | Buy |
+285,452
| New | +$5.54M | 4.32% | 5 |
|
|
2021
Q3 | $1.35M | Sell |
93,569
-3,651
| -4% | -$52.6K | 0.9% | 17 |
|
|
2021
Q2 | $1.43M | Buy |
+97,220
| New | +$1.43M | 0.87% | 19 |
|