Summit Financial’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	$298K	Sell	12,698 -650	-5%	-$15.2K	0.01%	682
2025 Q1	$341K	Sell	13,348 -30	-0.2%	-$766	0.01%	586
2024 Q4	$319K	Sell	13,378 -586	-4%	-$14K	0.01%	524
2024 Q3	$336K	Buy	+13,964	New	+$336K	0.01%	440