LWM
FENY icon

LJI Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

LJI Wealth Management’s Portfolio FENY Stock Details FENY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$417K Buy
12,270
+100
+0.8% +$2.97K 0.07% 120
2025
Q4 		$301K Hold
12,170
– – 0.05% 157
2025
Q3 		$301K Sell
12,170
-1,600
-12% -$38.7K 0.05% 135
2025
Q2 		$323K Sell
13,770
-729
-5% -$16.7K 0.06% 138
2025
Q1 		$370K Sell
14,499
-1
-0% -$25 0.07% 113
2024
Q4 		$346K Sell
14,500
-665
-4% -$16.7K 0.07% 119
2024
Q3 		$365K Sell
15,165
-145
-0.9% -$3.56K 0.07% 134
2024
Q2 		$384K Hold
15,310
– – 0.09% 122
2024
Q1 		$396K Sell
15,310
-721
-4% -$17K 0.1% 96
2023
Q4 		$369K Buy
16,031
+141
+0.9% +$3.32K 0.1% 114
2023
Q3 		$396K Buy
15,890
+1,034
+7% +$24.8K 0.11% 95
2023
Q2 		$329K Sell
14,856
-1,550
-9% -$34.2K 0.1% 108
2023
Q1 		$368K Hold
16,406
– – 0.12% 95
2022
Q4 		$391K Buy
+16,406
New +$392K 0.14% 80

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Marshall Wace
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VC
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