BWM
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Bernard Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Bernard Wealth Management’s Portfolio FENY Stock Details FENY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$29.6K Hold
1,263
– – 0.01% 156
2025
Q1 		$32.3K Hold
1,263
– – 0.02% 152
2024
Q4 		$30.1K Buy
+1,263
New +$30.1K 0.01% 157