Carson Wealth (CWM LLC)
FENY icon

Carson Wealth (CWM LLC)’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FENY Stock Details FENY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$540K Buy
15,887
+1,468
+10% +$43.7K ﹤0.01% 1956
2025
Q4 		$357K Sell
14,419
-884
-6% -$21.8K ﹤0.01% 2140
2025
Q3 		$378K Sell
15,303
-8,096
-35% -$196K ﹤0.01% 1956
2025
Q2 		$549K Sell
23,399
-460
-2% -$10.5K ﹤0.01% 1548
2025
Q1 		$610K Buy
23,859
+12,928
+118% +$322K ﹤0.01% 1379
2024
Q4 		$261K Buy
10,931
+3,553
+48% +$89K ﹤0.01% 1674
2024
Q3 		$178K Buy
7,378
+1,187
+19% +$29.2K ﹤0.01% 1818
2024
Q2 		$155K Buy
6,191
+1,466
+31% +$37.5K ﹤0.01% 1722
2024
Q1 		$122K Buy
4,725
+2,258
+92% +$53.2K ﹤0.01% 1767
2023
Q4 		$57K Sell
2,467
-488
-17% -$11.5K ﹤0.01% 2088
2023
Q3 		$74K Buy
2,955
+2,950
+59,000% +$70.9K ﹤0.01% 1824
2023
Q2 		$0 Hold
5
– – ﹤0.01% 4254
2023
Q1 		$0 Hold
5
– – ﹤0.01% 4143
2022
Q4 		$0 Sell
5
-1,572
-100% -$37.5K ﹤0.01% 4054
2022
Q3 		$31K Sell
1,577
-103
-6% -$2.14K ﹤0.01% 1932
2022
Q2 		$33K Sell
1,680
-182
-10% -$3.98K ﹤0.01% 1833
2022
Q1 		$39K Buy
1,862
+137
+8% +$2.58K ﹤0.01% 1715
2021
Q4 		$26K Buy
+1,725
New +$26.8K ﹤0.01% 1842
2019
Q1 		– Sell
-1,078
Closed -$17K – 3037
2018
Q4 		$17K Buy
+1,078
New +$20K ﹤0.01% 1188

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