Beaumont Financial Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $688K | Hold |
|
|||||
|
2025
Q2 | $619K | Sell |
|
|||||
|
2025
Q1 | $553K | Hold |
|
|||||
|
2024
Q4 | $618K | Buy |
|
|||||
|
2024
Q3 | $560K | Buy |
|
|||||
|
2024
Q2 | $538K | Buy |
|
|||||
|
2024
Q1 | $476K | Buy |
|
|||||
|
2023
Q4 | $392K | Buy |
|
|||||
|
2023
Q3 | $331K | Sell |
|
|||||
|
2023
Q2 | $361K | Buy |
|
|||||
|
2023
Q1 | $286K | Sell |
|
|||||
|
2022
Q4 | $265K | Sell |
|
|||||
|
2022
Q3 | $300K | Sell |
|
|||||
|
2022
Q2 | $317K | Sell |
|
|||||
|
2022
Q1 | $561K | Sell |
|
|||||
|
2021
Q4 | $660K | Hold |
|
|||||
|
2021
Q3 | $609K | Hold |
|
|||||
|
2021
Q2 | $610K | Sell |
|
|||||
|
2021
Q1 | $565K | Sell |
|
|||||
|
2020
Q4 | $590K | Hold |
|
|||||
|
2020
Q3 | $510K | Sell |
|
|||||
|
2020
Q2 | $469K | Buy |
|
|||||
|
2020
Q1 | $334K | Sell |
|
|||||
|
2019
Q4 | $498K | Sell |
|
|||||
|
2019
Q3 | $448K | Sell |
|
|||||
|
2019
Q2 | $453K | Sell |
|
|||||
|
2019
Q1 | $457K | Buy |
|
|||||
|
2018
Q4 | $389K | Buy |
|
|||||
|
2018
Q3 | $388K | Buy |
|
|||||
|
2018
Q2 | $354K | Buy |
|
|||||
|
2018
Q1 | $329K | Buy |
|