One Wealth Advisors’s Stride LRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-8,340
| Closed | -$220K | – | 125 |
|
|
2019
Q3 | $220K | Sell |
8,340
-1,301
| -13% | -$34.3K | 0.19% | 94 |
|
|
2019
Q2 | $293K | Sell |
9,641
-210
| -2% | -$6.38K | 0.24% | 73 |
|
|
2019
Q1 | $336K | Buy |
9,851
+220
| +2% | +$7.5K | 0.27% | 61 |
|
|
2018
Q4 | $239K | Buy |
9,631
+676
| +8% | +$16.8K | 0.24% | 75 |
|
|
2018
Q3 | $159K | Buy |
+8,955
| New | +$159K | 0.12% | 147 |
|