OneDigital Investment Advisors’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,941
| Closed | -$14K | – | 575 |
|
|
2019
Q2 | $14K | Hold |
1,941
| – | – | ﹤0.01% | 866 |
|
|
2019
Q1 | $15K | Sell |
1,941
-455
| -19% | -$3.52K | ﹤0.01% | 796 |
|
|
2018
Q4 | $17K | Buy |
2,396
+85
| +4% | +$603 | ﹤0.01% | 729 |
|
|
2018
Q3 | $20K | Sell |
2,311
-74
| -3% | -$640 | ﹤0.01% | 659 |
|
|
2018
Q2 | $23K | Sell |
2,385
-188
| -7% | -$1.81K | ﹤0.01% | 757 |
|
|
2018
Q1 | $29K | Hold |
2,573
| – | – | 0.01% | 665 |
|
|
2017
Q4 | $27K | Hold |
2,573
| – | – | ﹤0.01% | 692 |
|
|
2017
Q3 | $25K | Sell |
2,573
-13
| -0.5% | -$126 | 0.01% | 572 |
|
|
2017
Q2 | $26K | Buy |
+2,586
| New | +$26K | 0.01% | 659 |
|