AE Wealth Management’s Onto Innovation ONTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,161
| Closed | -$535K | – | 1795 |
|
|
2022
Q1 | $535K | Sell |
6,161
-1,160
| -16% | -$101K | ﹤0.01% | 1208 |
|
|
2021
Q4 | $741K | Sell |
7,321
-1,408
| -16% | -$143K | 0.01% | 1077 |
|
|
2021
Q3 | $631K | Sell |
8,729
-595
| -6% | -$43K | 0.01% | 1062 |
|
|
2021
Q2 | $681K | Buy |
9,324
+363
| +4% | +$26.5K | 0.01% | 996 |
|
|
2021
Q1 | $589K | Buy |
+8,961
| New | +$589K | 0.01% | 952 |
|