Keener Financial Planning’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 | $43K | Hold |
543
| – | – | 0.02% | 109 |
|
|
2025
Q1 | $36K | Sell |
543
-248
| -31% | -$16.4K | 0.02% | 91 |
|
|
2024
Q4 | $60K | Sell |
791
-231
| -23% | -$17.5K | 0.04% | 88 |
|
|
2024
Q3 | $73K | Hold |
1,022
| – | – | 0.05% | 71 |
|
|
2024
Q2 | $71K | Hold |
1,022
| – | – | 0.05% | 77 |
|
|
2024
Q1 | $66K | Hold |
1,022
| – | – | 0.05% | 83 |
|
|
2023
Q4 | $61K | Buy |
+1,022
| New | +$61K | 0.05% | 84 |
|