HighMark 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	$11.7K	Hold	500	–	–	0.01%	285
2025 Q1	$12.8K	Sell	500 -26	-5%	-$664	0.01%	244
2024 Q4	$12.5K	Buy	526 +326	+163%	+$7.78K	0.01%	258
2024 Q3	$4.82K	Hold	200	–	–	﹤0.01%	407
2024 Q2	$5.02K	Buy	+200	New	+$5.02K	﹤0.01%	386