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Core Wealth Partners’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Core Wealth Partners’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 		$643K Buy
18,907
+360
+2% +$10.7K 0.3% 82
2025
Q4 		$459K Hold
18,547
– – 0.21% 95
2025
Q3 		$458K Hold
18,547
– – 0.21% 98
2025
Q2 		$435K Hold
18,547
– – 0.22% 95
2025
Q1 		$474K Sell
18,547
-1,285
-6% -$32K 0.28% 86
2024
Q4 		$473K Sell
19,832
-4,760
-19% -$119K 0.27% 84
2024
Q3 		$592K Buy
24,592
+37
+0.2% +$909 0.36% 64
2024
Q2 		$616K Sell
24,555
-5,230
-18% -$134K 0.42% 56
2024
Q1 		$771K Buy
29,785
+2,221
+8% +$52.3K 0.58% 42
2023
Q4 		$635K Buy
27,564
+779
+3% +$18.3K 0.52% 45
2023
Q3 		$667K Buy
26,785
+24
+0.1% +$577 0.61% 38
2023
Q2 		$593K Buy
26,761
+891
+3% +$19.7K 0.55% 44
2023
Q1 		$581K Buy
25,870
+12,660
+96% +$295K 0.58% 42
2022
Q4 		$400K Buy
+13,210
New +$315K 0.45% 56

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VC
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