Carson Wealth (CWM LLC)’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 | $1.51M | Buy |
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|
2025
Q2 | $1.33M | Buy |
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|
2025
Q1 | $941K | Buy |
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|
2024
Q4 | $909K | Buy |
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|
2024
Q3 | $849K | Hold |
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|
2024
Q2 | $829K | Hold |
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|
2024
Q1 | $763K | Buy |
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|
2023
Q4 | $445K | Sell |
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|
2023
Q3 | $391K | Sell |
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|
2023
Q2 | $414K | Buy |
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|
2023
Q1 | $361K | Buy |
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|
2022
Q4 | $146K | Sell |
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|
2022
Q3 | $721K | Buy |
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|
2022
Q2 | $135K | Sell |
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|
2022
Q1 | $630K | Buy |
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|
2021
Q4 | $7K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $9K | Buy |
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