Cassady Schiller Wealth Management’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
Q4 | $25.9K | Hold |
340
| – | – | 0.01% | 259 |
|
|
2024
Q3 | $24.3K | Hold |
340
| – | – | 0.01% | 255 |
|
|
2024
Q2 | $23.8K | Hold |
340
| – | – | 0.01% | 254 |
|
|
2024
Q1 | $21.9K | Hold |
340
| – | – | 0.01% | 281 |
|
|
2023
Q4 | $20.1K | Hold |
340
| – | – | 0.01% | 277 |
|
|
2023
Q3 | $17.7K | Hold |
340
| – | – | 0.01% | 283 |
|
|
2023
Q2 | $18.4K | Hold |
340
| – | – | 0.01% | 284 |
|
|
2023
Q1 | $16.3K | Hold |
340
| – | – | 0.01% | 287 |
|
|
2022
Q4 | $13.9K | Buy |
+340
| New | +$13.9K | 0.01% | 296 |
|
|
2022
Q1 | – | Sell |
-340
| Closed | -$21K | – | 444 |
|
|
2021
Q4 | $21K | Buy |
+340
| New | +$21K | 0.01% | 270 |
|