Kelman-Lazarov Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,500
| Closed | -$213K | – | 85 |
|
|
2021
Q4 | $213K | Buy |
+3,500
| New | +$213K | 0.07% | 82 |
|
|
2017
Q1 | – | Sell |
-3,500
| Closed | -$74.1K | – | 204 |
|
|
2016
Q4 | $74.1K | Hold |
3,500
| – | – | 0.04% | 149 |
|
|
2016
Q3 | $72.9K | Hold |
3,500
| – | – | 0.04% | 160 |
|
|
2016
Q2 | $66.9K | Hold |
3,500
| – | – | 0.04% | 159 |
|
|
2016
Q1 | $67K | Buy |
+3,500
| New | +$67K | 0.04% | 167 |
|