Spire Wealth Management’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 | $5.55M | Sell |
69,279
-798
| -1% | -$63.9K | 0.2% | 97 |
|
|
2025
Q1 | $4.77M | Sell |
70,077
-16,146
| -19% | -$1.1M | 0.15% | 130 |
|
|
2024
Q4 | $6.56M | Buy |
+86,223
| New | +$6.56M | 0.2% | 104 |
|
|
2022
Q2 | – | Sell |
-91,979
| Closed | -$5.11M | – | 2786 |
|
|
2022
Q1 | $5.11M | Sell |
91,979
-280
| -0.3% | -$15.6K | 0.14% | 152 |
|
|
2021
Q4 | $5.62M | Buy |
92,259
+18,233
| +25% | +$1.11M | 0.12% | 161 |
|
|
2021
Q3 | $4.16M | Buy |
74,026
+27
| +0% | +$1.52K | 0.11% | 178 |
|
|
2021
Q2 | $4.17M | Buy |
73,999
+59,999
| +429% | +$3.38M | 0.11% | 183 |
|
|
2021
Q1 | $719K | Buy |
+14,000
| New | +$719K | 0.02% | 551 |
|