Number of Shares
8,130.00
Current Holdings Value*
$648,120.00
% of Portfolio
0.42%
Total Estimate Gain
$319,102.50
% of Total Estimate Gain
33.25%

Greenhouse Wealth Management, LLC's Fidelity Nasdaq Composite Tracking Stock Holding Summary

As of 2025-06-30, Greenhouse Wealth Management, LLC held 8,130.00 shares of Fidelity Nasdaq Composite Tracking Stock(ONEQ), totaling $648,120.00. This investment constitutes 0.42% of their stock portfolio, and Greenhouse Wealth Management, LLC now holds 0.01% of the outstanding Fidelity Nasdaq Composite Tracking Stock(ONEQ) stock.

The initial trade took place in 2020Q4. And since then Greenhouse Wealth Management, LLC has made 2 purchases of ONEQ, at an average price of $59.02, for a total of 16,260.00 shares. In addition, there have been 1 sales at an average price of $74.63 for 8,130.00 shares. Based on historical transaction data and ONEQ's current price of $82.65, Greenhouse Wealth Management, LLC's estimated gain on his ONEQ holdings is $319,102.50, reflecting a 33.25% gain to date.

Greenhouse Wealth Management, LLC ONEQ ($82.65) Holding Chart

Greenhouse Wealth Management, LLC ONEQ ($82.65) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1