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