Mowery & Schoenfeld 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
2024 Q3	–	Sell	-13,700	Closed	-$344K	–	241
2024 Q2	$344K	Buy	13,700 +9,134	+200%	+$229K	0.49%	27
2024 Q1	$118K	Buy	+4,566	New	+$118K	0.23%	48