Congress 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
2025 Q2	$915K	Hold	11,420	–	–	0.01%	734
2025 Q1	$797K	Buy	+11,420	New	+$797K	0.01%	680
2022 Q2	–	Sell	-8,911	Closed	-$495K	–	598
2022 Q1	$495K	Buy	+8,911	New	+$495K	0.01%	446