Core Wealth Partners’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 | $458K | Hold |
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|
2025
Q2 | $435K | Hold |
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|
2025
Q1 | $474K | Sell |
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|
2024
Q4 | $473K | Sell |
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|
2024
Q3 | $592K | Buy |
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|
2024
Q2 | $616K | Sell |
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|
2024
Q1 | $771K | Buy |
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|
2023
Q4 | $635K | Buy |
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|
2023
Q3 | $667K | Buy |
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|
2023
Q2 | $593K | Buy |
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|
2023
Q1 | $581K | Buy |
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|
2022
Q4 | $400K | Buy |
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