Baldwin Wealth Partners’s Ontrak OTRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $494K | Hold |
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|
2020
Q3 | $480K | Sell |
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|
2020
Q2 | $779K | Buy |
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|
2020
Q1 | $449K | Buy |
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|
2019
Q4 | $449K | Hold |
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|
2019
Q3 | $433K | Hold |
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|
2019
Q2 | $529K | Hold |
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|
2019
Q1 | $336K | Buy |
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|
2018
Q4 | $211K | Hold |
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|
2018
Q3 | $289K | Hold |
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|
2018
Q2 | $151K | Hold |
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|
2018
Q1 | $108K | Buy |
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