KDK Private 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
$592K Sell
25,237
-693
-3% -$16.3K 0.63% 28
2025
Q1
$663K Sell
25,930
-113
-0.4% -$2.89K 0.75% 26
2024
Q4
$621K Buy
+26,043
New +$621K 0.64% 30