Meridian 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
$414K Buy
12,183
+1,574
+15% +$46.8K 0.01% 560
2025
Q4
$263K Buy
10,609
+4
+0% +$99 0.01% 645
2025
Q3
$262K Sell
10,605
-388
-4% -$9.39K 0.01% 614
2025
Q2
$258K Sell
10,993
-52
-0.5% -$1.19K 0.01% 586
2025
Q1
$282K Buy
11,045
+559
+5% +$13.9K 0.01% 531
2024
Q4
$250K Sell
10,486
-5,232
-33% -$131K 0.01% 554
2024
Q3
$378K Buy
+15,718
New +$386K 0.02% 474
2019
Q2
Sell
-3,604
Closed -$355K 541
2019
Q1
$355K Buy
+3,604
New +$63.3K 0.16% 116

Other funds holding FENY