Forum Financial Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Forum Financial Management’s Portfolio ONEQ Stock Details ONEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$292K	Buy
2023 Q2	–	Sell
2023 Q1	$353K	Hold
2022 Q4	$302K	Hold
2022 Q3	$305K	Hold
2022 Q2	$318K	Sell
2022 Q1	$432K	Hold
2021 Q4	$474K	Buy