Transform Wealth’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
2023 Q4	–	Sell	-151,375	Closed	-$3.77M	–	247
2023 Q3	$3.77M	Buy	+151,375	New	+$3.77M	0.4%	79
2023 Q2	–	Sell	-163,285	Closed	-$3.66M	–	265
2023 Q1	$3.66M	Buy	163,285 +68,516	+72%	+$1.54M	0.35%	83
2022 Q4	$2.26M	Buy	+94,769	New	+$2.26M	0.25%	94