Caliber Wealth Management (Utah)’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
2021
Q2
Sell
-8,340
Closed -$428K 84
2021
Q1
$428K Hold
8,340
0.31% 64
2020
Q4
$418K Buy
+8,340
New +$418K 0.41% 59