OneDigital Investment Advisors’s Enerpac Tool Group EPAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,833
| Closed | -$621K | – | 1437 |
|
|
2024
Q3 | $621K | Buy |
14,833
+125
| +0.8% | +$5.24K | 0.01% | 849 |
|
|
2024
Q2 | $562K | Buy |
14,708
+1,607
| +12% | +$61.4K | 0.01% | 851 |
|
|
2024
Q1 | $467K | Buy |
13,101
+255
| +2% | +$9.09K | 0.01% | 758 |
|
|
2023
Q4 | $399K | Sell |
12,846
-421
| -3% | -$13.1K | 0.01% | 805 |
|
|
2023
Q3 | $351K | Buy |
13,267
+31
| +0.2% | +$819 | 0.01% | 755 |
|
|
2023
Q2 | $357K | Buy |
+13,236
| New | +$357K | 0.01% | 758 |
|