OneDigital Investment Advisors’s ACI Worldwide ACIW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,522
| Closed | -$688K | – | 1396 |
|
|
2024
Q3 | $688K | Buy |
13,522
+121
| +0.9% | +$6.16K | 0.01% | 803 |
|
|
2024
Q2 | $531K | Buy |
13,401
+2,423
| +22% | +$95.9K | 0.01% | 877 |
|
|
2024
Q1 | $365K | Buy |
10,978
+192
| +2% | +$6.38K | 0.01% | 845 |
|
|
2023
Q4 | $330K | Sell |
10,786
-184
| -2% | -$5.63K | 0.01% | 878 |
|
|
2023
Q3 | $247K | Buy |
10,970
+54
| +0.5% | +$1.22K | 0.01% | 872 |
|
|
2023
Q2 | $253K | Buy |
+10,916
| New | +$253K | 0.01% | 879 |
|