Maltin Wealth Management’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	$4.25M	Buy	124,946 +13,580	+12%	+$404K	1.62%	19
2025 Q4	$2.76M	Buy	111,366 +3,305	+3%	+$81.6K	1.1%	36
2025 Q3	$2.67M	Buy	108,061 +2,933	+3%	+$71K	1.11%	36
2025 Q2	$2.47M	Buy	105,128 +6,203	+6%	+$142K	1.11%	34
2025 Q1	$2.53M	Buy	98,925 +11,606	+13%	+$289K	1.19%	29
2024 Q4	$2.08M	Buy	87,319 +1,563	+2%	+$39.2K	1.02%	33
2024 Q3	$2.06M	Buy	85,756 +5,069	+6%	+$125K	1.01%	37
2024 Q2	$2.02M	Buy	80,687 +3,929	+5%	+$100K	1.09%	31
2024 Q1	$1.99M	Buy	76,758 +6,405	+9%	+$151K	1.12%	29
2023 Q4	$1.62M	Sell	70,353 -1,004	-1%	-$23.6K	1.03%	32
2023 Q3	$1.78M	Buy	71,357 +2,808	+4%	+$67.5K	1.24%	30
2023 Q2	$1.52M	Buy	68,549 +1,439	+2%	+$31.8K	1.07%	30
2023 Q1	$1.51M	Sell	67,110 -10,020	-13%	-$233K	1.09%	32
2022 Q4	$1.84M	Sell	77,130 -9,415	-11%	-$225K	1.34%	25
2022 Q3	$1.72M	Buy	86,545 +3,568	+4%	+$74K	1.36%	25
2022 Q2	$1.61M	Sell	82,977 -794	-0.9%	-$17.3K	1.16%	32
2022 Q1	$1.75M	Buy	83,771 +7,144	+9%	+$134K	1.16%	29
2021 Q4	$1.16M	Buy	76,627 +2,889	+4%	+$44.8K	0.7%	45
2021 Q3	$1.06M	Buy	73,738 +71	+0.1%	+$963	0.65%	43
2021 Q2	$1.09M	Buy	73,667 +2,437	+3%	+$34.4K	0.66%	42
2021 Q1	$944K	Buy	71,230 +2,766	+4%	+$34.5K	0.61%	45
2020 Q4	$695K	Buy	68,464 +1,212	+2%	+$11.1K	0.49%	52
2020 Q3	$531K	Sell	67,252 -1,894	-3%	-$17.7K	0.38%	57
2020 Q2	$687K	Sell	69,146 -21,543	-24%	-$209K	0.52%	44
2020 Q1	$682K	Sell	90,689 -377	-0.4%	-$4.72K	0.58%	43
2019 Q4	$1.46M	Buy	+91,066	New	+$1.43M	0.94%	29