AWM
Activest Wealth Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-31,054
| Closed | -$2.11M | – | 1297 |
|
2025
Q1 | $2.11M | Buy |
+31,054
| New | +$2.11M | 0.57% | 25 |
|
2023
Q4 | – | Hold |
0
| – | – | – | 458 |
|
2023
Q3 | – | Hold |
0
| – | – | – | 456 |
|
2023
Q1 | – | Sell |
-25,322
| Closed | -$1.04M | – | 467 |
|
2022
Q4 | $1.04M | Buy |
+25,322
| New | +$1.04M | 0.31% | 33 |
|