Buckingham Strategic Wealth’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.2M | Buy |
17,161
+11,014
| +179% | +$770K | 0.01% | 304 |
|
|
2024
Q1 | $396K | Buy |
6,147
+578
| +10% | +$37.2K | ﹤0.01% | 522 |
|
|
2023
Q4 | $330K | Buy |
5,569
+708
| +15% | +$41.9K | ﹤0.01% | 545 |
|
|
2023
Q3 | $253K | Hold |
4,861
| – | – | ﹤0.01% | 570 |
|
|
2023
Q2 | $263K | Buy |
+4,861
| New | +$263K | ﹤0.01% | 558 |
|
|
2022
Q3 | – | Sell |
-4,661
| Closed | -$201K | – | 634 |
|
|
2022
Q2 | $201K | Buy |
+4,661
| New | +$201K | ﹤0.01% | 560 |
|