LWA
Lineweaver Wealth Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.89M | Buy |
61,015
+758
| +1% | +$60.7K | 0.77% | 30 |
|
|
2025
Q1 | $4.1M | Sell |
60,257
-67
| -0.1% | -$4.56K | 0.7% | 31 |
|
|
2024
Q4 | $4.58M | Buy |
60,324
+60
| +0.1% | +$4.56K | 0.85% | 29 |
|
|
2024
Q3 | $4.31M | Sell |
60,264
-2,509
| -4% | -$180K | 0.82% | 26 |
|
|
2024
Q2 | $4.39M | Sell |
62,773
-2,123
| -3% | -$148K | 0.91% | 24 |
|
|
2024
Q1 | $4.18M | Sell |
64,896
-114
| -0.2% | -$7.34K | 0.99% | 21 |
|
|
2023
Q4 | $3.85M | Sell |
65,010
-20,619
| -24% | -$1.22M | 1% | 19 |
|
|
2023
Q3 | $4.45M | Sell |
85,629
-1,201
| -1% | -$62.4K | 1.29% | 17 |
|
|
2023
Q2 | $4.7M | Sell |
86,830
-50
| -0.1% | -$2.7K | 1.34% | 16 |
|
|
2023
Q1 | $4.17M | Sell |
86,880
-550
| -0.6% | -$26.4K | 1.28% | 15 |
|
|
2022
Q4 | $3.58M | Sell |
87,430
-886
| -1% | -$36.3K | 1.09% | 20 |
|
|
2022
Q3 | $3.66M | Sell |
88,316
-169
| -0.2% | -$7K | 1.19% | 17 |
|
|
2022
Q2 | $3.82M | Sell |
88,485
-2,442
| -3% | -$105K | 1.26% | 15 |
|
|
2022
Q1 | $5.05M | Sell |
90,927
-296
| -0.3% | -$16.4K | 1.44% | 15 |
|
|
2021
Q4 | $5.56M | Sell |
91,223
-63
| -0.1% | -$3.84K | 1.6% | 14 |
|
|
2021
Q3 | $5.13M | Sell |
91,286
-562
| -0.6% | -$31.6K | 1.56% | 15 |
|
|
2021
Q2 | $5.18M | Buy |
91,848
+82,594
| +893% | +$4.65M | 1.7% | 16 |
|
|
2021
Q1 | $4.75M | Buy |
9,254
+41
| +0.4% | +$21.1K | 1.69% | 17 |
|
|
2020
Q4 | $4.62M | Sell |
9,213
-150
| -2% | -$75.3K | 1.81% | 20 |
|
|
2020
Q3 | $4.06M | Sell |
9,363
-35
| -0.4% | -$15.2K | 1.81% | 20 |
|
|
2020
Q2 | $3.68M | Buy |
9,398
+30
| +0.3% | +$11.7K | 1.87% | 18 |
|
|
2020
Q1 | $2.8M | Sell |
9,368
-630
| -6% | -$188K | 1.76% | 19 |
|
|
2019
Q4 | $3.5M | Buy |
+9,998
| New | +$3.5M | 1.97% | 17 |
|