Sequoia Financial Advisors’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
$266K Sell
3,326
-429
-11% -$34.4K ﹤0.01% 1312
2025
Q1
$256K Hold
3,755
﹤0.01% 1128
2024
Q4
$286K Buy
+3,755
New +$286K ﹤0.01% 1036
2024
Q1
Sell
-4,095
Closed -$243K 1233
2023
Q4
$243K Buy
+4,095
New +$243K ﹤0.01% 1017