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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Sell
10,993
-52
-0.5% -$1.22K 0.01% 586
2025
Q1
$282K Buy
11,045
+559
+5% +$14.3K 0.01% 531
2024
Q4
$250K Sell
10,486
-5,232
-33% -$125K 0.01% 554
2024
Q3
$378K Buy
+15,718
New +$378K 0.02% 474
2019
Q2
Sell
-3,604
Closed -$355K 541
2019
Q1
$355K Buy
+3,604
New +$355K 0.16% 116