Pacific Capital Wealth Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.76M | Sell |
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|
2025
Q2 | $4.39M | Hold |
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|
2025
Q1 | $3.72M | Hold |
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|
2024
Q4 | $4.16M | Sell |
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|
2024
Q3 | $4.22M | Hold |
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|
2024
Q2 | $4.12M | Hold |
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|
2024
Q1 | $3.79M | Hold |
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|
2023
Q4 | $3.49M | Hold |
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|
2023
Q3 | $3.06M | Hold |
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|
2023
Q2 | $3.19M | Sell |
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|
2023
Q1 | $2.88M | Buy |
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|
2022
Q4 | $1.36M | Buy |
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