Matthew Hamilton Rosenberg’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	$388K	Hold	11,394	–	–	0.08%	121
2025 Q4	$282K	Hold	11,394	–	–	0.06%	159
2025 Q3	$282K	Hold	11,394	–	–	0.06%	158
2025 Q2	$267K	Hold	11,394	–	–	0.06%	161
2025 Q1	$291K	Hold	11,394	–	–	0.07%	133
2024 Q4	$272K	Hold	11,394	–	–	0.07%	138
2024 Q3	$274K	Hold	11,394	–	–	0.07%	141
2024 Q2	$286K	Hold	11,394	–	–	0.08%	128
2024 Q1	$297K	Hold	11,394	–	–	0.09%	119
2023 Q4	$263K	Sell	11,394 -1,088	-9%	-$25.6K	0.08%	135
2023 Q3	$311K	Hold	12,482	–	–	0.1%	102
2023 Q2	$277K	Buy	12,482 +1	+0%	+$22	0.09%	124
2023 Q1	$280K	Hold	12,481	–	–	0.09%	136
2022 Q4	$298K	Hold	12,481	–	–	0.1%	130
2022 Q3	$248K	Sell	12,481 -5,299	-30%	-$110K	0.1%	125
2022 Q2	$350K	Hold	17,780	–	–	0.13%	99
2022 Q1	$372K	Hold	17,780	–	–	0.13%	96
2021 Q4	$270K	Hold	17,780	–	–	0.1%	131
2021 Q3	$256K	Hold	17,780	–	–	0.1%	127
2021 Q2	$263K	Hold	17,780	–	–	0.14%	96
2021 Q1	$236K	Hold	17,780	–	–	0.13%	100
2020 Q4	$180K	Buy	17,780 +5,347	+43%	+$49K	0.11%	127
2020 Q3	$98K	Hold	12,433	–	–	0.07%	209
2020 Q2	$123K	Hold	12,433	–	–	0.1%	144
2020 Q1	$94K	Buy	+12,433	New	+$156K	0.09%	137