OneDigital Investment Advisors’s El Paso Electric Company EE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-500
| Closed | -$33K | – | 1282 |
|
|
2019
Q2 | $33K | Sell |
500
-500
| -50% | -$33K | ﹤0.01% | 660 |
|
|
2019
Q1 | $59K | Hold |
1,000
| – | – | 0.01% | 464 |
|
|
2018
Q4 | $50K | Hold |
1,000
| – | – | 0.01% | 461 |
|
|
2018
Q3 | $57K | Hold |
1,000
| – | – | 0.01% | 386 |
|
|
2018
Q2 | $59K | Buy |
1,000
+500
| +100% | +$29.5K | 0.01% | 451 |
|
|
2018
Q1 | $26K | Hold |
500
| – | – | 0.01% | 725 |
|
|
2017
Q4 | $28K | Hold |
500
| – | – | ﹤0.01% | 688 |
|
|
2017
Q3 | $28K | Hold |
500
| – | – | 0.01% | 540 |
|
|
2017
Q2 | $26K | Buy |
+500
| New | +$26K | 0.01% | 671 |
|