Plante Moran Financial 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 | $252K | Hold |
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|
2025
Q2 | $226K | Sell |
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|
2025
Q1 | $275K | Hold |
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|
2024
Q4 | $307K | Buy |
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|
2024
Q3 | $193K | Hold |
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|
2024
Q2 | $189K | Hold |
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|
2024
Q1 | $174K | Hold |
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|
2023
Q4 | $160K | Hold |
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|
2023
Q3 | $140K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $64K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $3K | Hold |
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|
2019
Q2 | $3K | Hold |
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|
2019
Q1 | $3K | Hold |
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|
2018
Q4 | $3K | Hold |
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|
2018
Q3 | $3K | Hold |
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|
2018
Q2 | $3K | Hold |
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|
2018
Q1 | $3K | Buy |
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