OneDigital Investment Advisors’s First Bancorp FBP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-3,884
| Closed | -$43K | – | 718 |
|
2019
Q2 | $43K | Hold |
3,884
| – | – | ﹤0.01% | 597 |
|
2019
Q1 | $45K | Hold |
3,884
| – | – | 0.01% | 512 |
|
2018
Q4 | $33K | Hold |
3,884
| – | – | 0.01% | 549 |
|
2018
Q3 | $35K | Hold |
3,884
| – | – | 0.01% | 492 |
|
2018
Q2 | $30K | Hold |
3,884
| – | – | 0.01% | 668 |
|
2018
Q1 | $23K | Hold |
3,884
| – | – | 0.01% | 768 |
|
2017
Q4 | $20K | Hold |
3,884
| – | – | ﹤0.01% | 800 |
|
2017
Q3 | $20K | Hold |
3,884
| – | – | 0.01% | 638 |
|
2017
Q2 | $22K | Buy |
+3,884
| New | +$22K | 0.01% | 711 |
|