One Wealth Advisors’s ePlus PLUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,419
| Closed | -$62.8K | – | 487 |
|
|
2022
Q4 | $62.8K | Buy |
+1,419
| New | +$62.8K | 0.01% | 368 |
|
|
2019
Q2 | – | Sell |
-1,440
| Closed | -$64K | – | 394 |
|
|
2019
Q1 | $64K | Buy |
+1,440
| New | +$64K | 0.05% | 217 |
|
|
2018
Q4 | – | Sell |
-1,294
| Closed | -$60K | – | 378 |
|
|
2018
Q3 | $60K | Hold |
1,294
| – | – | 0.05% | 254 |
|
|
2018
Q2 | $61K | Hold |
1,294
| – | – | 0.05% | 251 |
|
|
2018
Q1 | $50K | Buy |
1,294
+716
| +124% | +$27.7K | 0.04% | 246 |
|
|
2017
Q4 | $22K | Buy |
+578
| New | +$22K | 0.02% | 321 |
|