OneDigital Investment Advisors’s Peabody Energy BTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-13,846
Closed -$139K 745
2021
Q4
$139K Buy
+13,846
New +$139K ﹤0.01% 733
2019
Q3
Sell
-600
Closed -$14K 593
2019
Q2
$14K Hold
600
﹤0.01% 867
2019
Q1
$17K Hold
600
﹤0.01% 775
2018
Q4
$18K Buy
+600
New +$18K ﹤0.01% 718