LWA
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LifeGoal Wealth Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

LifeGoal Wealth Advisors’s Portfolio FENY Stock Details FENY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15,185
Closed -$362K – 64
2024
Q4 		$362K Buy
+15,185
New +$362K 0.39% 43