OneDigital Investment Advisors’s IndexIQ ETF Trust IQ U.S. Small Cap ETF CSML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $217K | Hold |
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|
2023
Q2 | $226K | Sell |
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|
2023
Q1 | $282K | Sell |
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|
2022
Q4 | $301K | Sell |
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|
2022
Q3 | $352K | Hold |
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|
2022
Q2 | $366K | Hold |
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|
2022
Q1 | $429K | Hold |
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|
2021
Q4 | $448K | Sell |
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|
2021
Q3 | $445K | Sell |
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|
2021
Q2 | $519K | Sell |
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|
2021
Q1 | $518K | Sell |
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|
2020
Q4 | $447K | Sell |
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|
2020
Q3 | $374K | Sell |
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|
2020
Q2 | $893K | Sell |
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|
2020
Q1 | $1.22M | Buy |
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