Engrave Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $607K | Sell |
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|
2023
Q3 | $636K | Buy |
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|
2023
Q2 | $660K | Buy |
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|
2023
Q1 | $564K | Buy |
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|
2022
Q4 | $522K | Buy |
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|
2022
Q3 | $502K | Buy |
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|
2022
Q2 | $522K | Buy |
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|
2022
Q1 | $670K | Buy |
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|
2021
Q4 | $734K | Buy |
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|
2021
Q3 | $676K | Buy |
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|
2021
Q2 | $677K | Buy |
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|
2021
Q1 | $616K | Buy |
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|
2020
Q4 | $612K | Buy |
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