Spire 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	$8.45K	Buy	248 +6	+2%	+$178	﹤0.01%	1670
2025 Q4	$6K	Sell	242 -175	-42%	-$4.32K	﹤0.01%	1873
2025 Q3	$10.3K	Buy	417 +121	+41%	+$2.93K	﹤0.01%	1739
2025 Q2	$6.94K	Sell	296 -865	-75%	-$19.8K	﹤0.01%	1846
2025 Q1	$29.7K	Buy	1,161 +98	+9%	+$2.44K	﹤0.01%	1483
2024 Q4	$25.3K	Sell	1,063 -126	-11%	-$3.16K	﹤0.01%	1540
2024 Q3	$28.6K	Buy	1,189 +4	+0.3%	+$98	﹤0.01%	1327
2024 Q2	$29.7K	Sell	1,185 -4,777	-80%	-$122K	﹤0.01%	1291
2024 Q1	$154K	Buy	5,962 +4	+0.1%	+$94	﹤0.01%	857
2023 Q4	$131K	Sell	5,958 -270	-4%	-$6.36K	﹤0.01%	918
2023 Q3	$155K	Hold	6,228	–	–	0.01%	793
2023 Q2	$138K	Sell	6,228 -1,341	-18%	-$29.6K	0.01%	853
2023 Q1	$170K	Sell	7,569 -2,188	-22%	-$50.9K	0.01%	782
2022 Q4	$233K	Sell	9,757 -87	-0.9%	-$2.08K	0.01%	516
2022 Q3	$196K	Sell	9,844 -2,198	-18%	-$45.6K	0.01%	533
2022 Q2	$234K	Sell	12,042 -10,477	-47%	-$229K	0.01%	708
2022 Q1	$472K	Buy	22,519 +10,129	+82%	+$191K	0.01%	593
2021 Q4	$188K	Buy	12,390 +746	+6%	+$11.6K	﹤0.01%	1123
2021 Q3	$168K	Buy	11,644 +4,316	+59%	+$58.5K	﹤0.01%	989
2021 Q2	$108K	Buy	7,328 +5,728	+358%	+$80.8K	﹤0.01%	1159
2021 Q1	$15K	Buy	+1,600	New	+$19.9K	﹤0.01%	2259