SOA 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
Q2 | $399K | Buy |
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|
2025
Q1 | $339K | Buy |
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|
2024
Q4 | $378K | Buy |
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|
2024
Q3 | $355K | Buy |
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|
2024
Q2 | $346K | Buy |
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|
2024
Q1 | $318K | Buy |
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|
2023
Q4 | $292K | Buy |
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|
2023
Q3 | $256K | Buy |
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|
2023
Q2 | $266K | Buy |
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|
2023
Q1 | $235K | Buy |
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|
2022
Q4 | $187K | Sell |
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|
2022
Q3 | $202K | Buy |
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|
2022
Q2 | $177K | Buy |
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|
2022
Q1 | $181K | Buy |
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