Kovitz Investment Group Partners’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
$234K Sell
2,918
-1,009
-26% -$80.8K ﹤0.01% 1225
2025
Q1
$267K Sell
3,927
-852
-18% -$58K ﹤0.01% 1087
2024
Q4
$364K Buy
+4,779
New +$364K ﹤0.01% 985