OIA
FM
OneDigital Investment Advisors’s iShares Frontier and Select EM ETF FM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-13,702
| Closed | -$332K | – | 665 |
|
|
2020
Q2 | $332K | Sell |
13,702
-1,700
| -11% | -$41.2K | 0.02% | 412 |
|
|
2020
Q1 | $329K | Buy |
15,402
+489
| +3% | +$10.4K | 0.03% | 345 |
|
|
2019
Q4 | $453K | Sell |
14,913
-884
| -6% | -$26.9K | 0.04% | 320 |
|
|
2019
Q3 | $445K | Sell |
15,797
-1,585
| -9% | -$44.6K | 0.04% | 301 |
|
|
2019
Q2 | $514K | Buy |
17,382
+8,130
| +88% | +$240K | 0.04% | 247 |
|
|
2019
Q1 | $263K | Sell |
9,252
-910
| -9% | -$25.9K | 0.04% | 246 |
|
|
2018
Q4 | $266K | Sell |
10,162
-743
| -7% | -$19.4K | 0.04% | 221 |
|
|
2018
Q3 | $310K | Buy |
10,905
+816
| +8% | +$23.2K | 0.07% | 136 |
|
|
2018
Q2 | $291K | Sell |
10,089
-1,045
| -9% | -$30.1K | 0.06% | 170 |
|
|
2018
Q1 | $391K | Sell |
11,134
-346
| -3% | -$12.2K | 0.09% | 155 |
|
|
2017
Q4 | $380K | Buy |
11,480
+1,412
| +14% | +$46.7K | 0.04% | 160 |
|
|
2017
Q3 | $315K | Sell |
10,068
-6
| -0.1% | -$188 | 0.12% | 109 |
|
|
2017
Q2 | $288K | Buy |
+10,074
| New | +$288K | 0.09% | 160 |
|