OneDigital Investment Advisors’s Bemis BMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-496
| Closed | -$24K | – | 1339 |
|
|
2018
Q3 | $24K | Hold |
496
| – | – | 0.01% | 614 |
|
|
2018
Q2 | $21K | Buy |
496
+81
| +20% | +$3.43K | ﹤0.01% | 797 |
|
|
2018
Q1 | $18K | Hold |
415
| – | – | ﹤0.01% | 861 |
|
|
2017
Q4 | $20K | Hold |
415
| – | – | ﹤0.01% | 813 |
|
|
2017
Q3 | $19K | Hold |
415
| – | – | 0.01% | 674 |
|
|
2017
Q2 | $19K | Buy |
+415
| New | +$19K | 0.01% | 772 |
|