CreativeOne Wealth’s Onto Innovation ONTO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-2,389
| Closed | -$210K | – | 874 |
|
2023
Q1 | $210K | Sell |
2,389
-2,397
| -50% | -$211K | 0.01% | 739 |
|
2022
Q4 | $326K | Buy |
4,786
+76
| +2% | +$5.18K | 0.02% | 551 |
|
2022
Q3 | $302K | Buy |
4,710
+103
| +2% | +$6.6K | 0.02% | 545 |
|
2022
Q2 | $321K | Buy |
4,607
+29
| +0.6% | +$2.02K | 0.02% | 529 |
|
2022
Q1 | $397K | Buy |
4,578
+1,433
| +46% | +$124K | 0.02% | 497 |
|
2021
Q4 | $318K | Hold |
3,145
| – | – | 0.02% | 580 |
|
2021
Q3 | $227K | Buy |
+3,145
| New | +$227K | 0.01% | 630 |
|