OneDigital Investment Advisors’s Brookfield Business Partners BBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-26
| Closed | -$1K | – | 571 |
|
|
2019
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 1135 |
|
|
2019
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 1077 |
|
|
2018
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 1056 |
|
|
2018
Q3 | – | Sell |
-26
| Closed | -$1K | – | 1051 |
|
|
2018
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 1282 |
|
|
2018
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 1276 |
|
|
2017
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 1196 |
|
|
2017
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 996 |
|
|
2017
Q2 | $0 | Buy |
+26
| New | – | ﹤0.01% | 1225 |
|