Landmark Wealth Management (New York)’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 | $496K | Sell |
6,188
-127
| -2% | -$10.2K | 0.21% | 59 |
|
|
2025
Q1 | $430K | Buy |
6,315
+410
| +7% | +$27.9K | 0.19% | 53 |
|
|
2024
Q4 | $449K | Sell |
5,905
-244
| -4% | -$18.6K | 0.2% | 52 |
|
|
2024
Q3 | $440K | Buy |
+6,149
| New | +$440K | 0.19% | 54 |
|
|
2024
Q2 | – | Sell |
-6,370
| Closed | -$410K | – | 62 |
|
|
2024
Q1 | $410K | Sell |
6,370
-474
| -7% | -$30.5K | 0.19% | 53 |
|
|
2023
Q4 | $405K | Sell |
6,844
-188
| -3% | -$11.1K | 0.2% | 51 |
|
|
2023
Q3 | $366K | Buy |
+7,032
| New | +$366K | 0.21% | 53 |
|
|
2023
Q2 | – | Sell |
-7,812
| Closed | -$375K | – | 58 |
|
|
2023
Q1 | $375K | Buy |
7,812
+1,387
| +22% | +$66.6K | 0.21% | 51 |
|
|
2022
Q4 | $263K | Sell |
6,425
-2,874
| -31% | -$118K | 0.19% | 57 |
|
|
2022
Q3 | $385K | Buy |
+9,299
| New | +$385K | 0.29% | 47 |
|
|
2022
Q2 | – | Sell |
-1,392
| Closed | -$1.39K | – | 134 |
|
|
2022
Q1 | $1.39K | Buy |
+1,392
| New | +$1.39K | ﹤0.01% | 89 |
|