Forum Financial 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 | $292K | Buy |
+3,645
| New | +$292K | ﹤0.01% | 685 |
|
|
2023
Q2 | – | Sell |
-7,365
| Closed | -$353K | – | 671 |
|
|
2023
Q1 | $353K | Hold |
7,365
| – | – | 0.01% | 357 |
|
|
2022
Q4 | $302K | Hold |
7,365
| – | – | 0.01% | 393 |
|
|
2022
Q3 | $305K | Hold |
7,365
| – | – | 0.01% | 337 |
|
|
2022
Q2 | $318K | Sell |
7,365
-423
| -5% | -$18.3K | 0.02% | 335 |
|
|
2022
Q1 | $432K | Hold |
7,788
| – | – | 0.02% | 276 |
|
|
2021
Q4 | $474K | Buy |
+7,788
| New | +$474K | 0.02% | 265 |
|