TMWM
Taylor & Morgan 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 | $214K | Buy |
+2,671
| New | +$214K | 0.14% | 66 |
|
|
2025
Q1 | – | Sell |
-2,671
| Closed | -$203K | – | 72 |
|
|
2024
Q4 | $203K | Sell |
2,671
-400
| -13% | -$30.4K | 0.14% | 69 |
|
|
2024
Q3 | $220K | Hold |
3,071
| – | – | 0.15% | 65 |
|
|
2024
Q2 | $215K | Buy |
+3,071
| New | +$215K | 0.15% | 61 |
|
|
2024
Q1 | – | Sell |
-3,622
| Closed | -$215K | – | 68 |
|
|
2023
Q4 | $215K | Buy |
+3,622
| New | +$215K | 0.17% | 60 |
|