Guardian Wealth Advisors (North Carolina)’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 | $8.88M | Buy |
110,896
+537
| +0.5% | +$43K | 0.63% | 34 |
|
|
2025
Q1 | $7.51M | Sell |
110,359
-2,365
| -2% | -$161K | 0.6% | 34 |
|
|
2024
Q4 | $8.57M | Sell |
112,724
-377
| -0.3% | -$28.7K | 0.68% | 32 |
|
|
2024
Q3 | $8.1M | Buy |
113,101
+1,743
| +2% | +$125K | 0.86% | 20 |
|
|
2024
Q2 | $7.79M | Buy |
111,358
+272
| +0.2% | +$19K | 0.91% | 20 |
|
|
2024
Q1 | $7.15M | Buy |
111,086
+2,185
| +2% | +$141K | 0.88% | 19 |
|
|
2023
Q4 | $6.45M | Sell |
108,901
-15,119
| -12% | -$896K | 0.98% | 17 |
|
|
2023
Q3 | $6.45M | Buy |
+124,020
| New | +$6.45M | 1.1% | 18 |
|