Carson Wealth (CWM LLC)’s Fidelity MSCI Energy Index ETF FENY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $378K | Sell |
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|
2025
Q2 | $549K | Sell |
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|
2025
Q1 | $610K | Buy |
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|
2024
Q4 | $261K | Buy |
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|
2024
Q3 | $178K | Buy |
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|
2024
Q2 | $155K | Buy |
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|
2024
Q1 | $122K | Buy |
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|
2023
Q4 | $57K | Sell |
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|
2023
Q3 | $74K | Buy |
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|
2023
Q2 | $0 | Hold |
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|
2023
Q1 | $0 | Hold |
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|
2022
Q4 | $0 | Sell |
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|
2022
Q3 | $31K | Sell |
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|
2022
Q2 | $33K | Sell |
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|
2022
Q1 | $39K | Buy |
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|
2021
Q4 | $26K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $17K | Buy |
|