EP Wealth Advisors’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
Q2
$742K Buy
2025
Q1
$630K Buy
2024
Q4
$586K Buy
2024
Q3
$511K Sell
2024
Q2
$524K Buy
2024
Q1
$444K Buy
2023
Q4
$391K Buy
2023
Q3
$291K Buy