SWM
Selective Wealth Management’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 | $258K | Sell |
3,174
-110
| -3% | -$8.93K | 0.09% | 88 |
|
|
2025
Q1 | $217K | Buy |
3,284
+1
| +0% | +$66 | 0.09% | 92 |
|
|
2024
Q4 | $246K | Buy |
3,283
+2
| +0.1% | +$150 | 0.1% | 90 |
|
|
2024
Q3 | $235K | Buy |
3,281
+1
| +0% | +$72 | 0.1% | 95 |
|
|
2024
Q2 | $238K | Sell |
3,280
-180
| -5% | -$13.1K | 0.1% | 93 |
|
|
2024
Q1 | $220K | Buy |
+3,460
| New | +$220K | 0.1% | 97 |
|
|
2022
Q4 | $214K | Buy |
+4,909
| New | +$214K | 0.11% | 115 |
|