Congress Wealth Management’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	$939K	Buy	40,047 +7,337	+22%	+$172K	0.01%	727
2025 Q1	$835K	Buy	32,710 +17,424	+114%	+$445K	0.01%	672
2024 Q4	$364K	Buy	15,286 +3,028	+25%	+$72.2K	0.01%	720
2024 Q3	$295K	Buy	12,258 +914	+8%	+$22K	﹤0.01%	733
2024 Q2	$285K	Buy	+11,344	New	+$285K	﹤0.01%	631