KCM Investment Advisors’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
2026 Q1	$4.49M	Sell	131,963 -23,949	-15%	-$712K	0.15%	99
2025 Q4	$3.86M	Sell	155,912 -12,237	-7%	-$302K	0.12%	109
2025 Q3	$4.16M	Sell	168,149 -5,144	-3%	-$124K	0.13%	105
2025 Q2	$4.06M	Sell	173,293 -6,291	-4%	-$144K	0.14%	107
2025 Q1	$4.59M	Sell	179,584 -5,526	-3%	-$137K	0.16%	99
2024 Q4	$4.41M	Sell	185,110 -13,744	-7%	-$344K	0.15%	105
2024 Q3	$4.79M	Sell	198,854 -183	-0.1%	-$4.5K	0.16%	99
2024 Q2	$4.99M	Sell	199,037 -2,126	-1%	-$54.4K	0.18%	92
2024 Q1	$5.2M	Buy	201,163 +2,435	+1%	+$57.3K	0.19%	94
2023 Q4	$4.58M	Sell	198,728 -11,430	-5%	-$269K	0.18%	100
2023 Q3	$5.24M	Sell	210,158 -5,045	-2%	-$121K	0.23%	91
2023 Q2	$4.77M	Sell	215,203 -7,064	-3%	-$156K	0.19%	102
2023 Q1	$4.99M	Sell	222,267 -5,661	-2%	-$132K	0.2%	103
2022 Q4	$5.43M	Buy	227,928 +3,652	+2%	+$87.2K	0.23%	94
2022 Q3	$4.45M	Sell	224,276 -10,718	-5%	-$222K	0.21%	103
2022 Q2	$4.56M	Buy	234,994 +2,548	+1%	+$55.7K	0.2%	101
2022 Q1	$4.87M	Sell	232,446 -2,154	-0.9%	-$40.5K	0.18%	109
2021 Q4	$3.56M	Buy	234,600 +14,778	+7%	+$229K	0.12%	131
2021 Q3	$3.17M	Buy	219,822 +6,786	+3%	+$92K	0.13%	125
2021 Q2	$3.14M	Buy	213,036 +9,207	+5%	+$130K	0.13%	124
2021 Q1	$2.7M	Buy	203,829 +2,858	+1%	+$35.6K	0.12%	129
2020 Q4	$2.04M	Buy	+200,971	New	+$1.84M	0.1%	142