OneDigital Investment Advisors’s Franco-Nevada FNV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,854
| Closed | -$247K | – | 1116 |
|
|
2023
Q3 | $247K | Hold |
1,854
| – | – | 0.01% | 871 |
|
|
2023
Q2 | $264K | Hold |
1,854
| – | – | 0.01% | 869 |
|
|
2023
Q1 | $270K | Sell |
1,854
-300
| -14% | -$43.7K | 0.01% | 817 |
|
|
2022
Q4 | $294K | Sell |
2,154
-4
| -0.2% | -$546 | 0.01% | 679 |
|
|
2022
Q3 | $258K | Buy |
2,158
+219
| +11% | +$26.2K | 0.01% | 639 |
|
|
2022
Q2 | $255K | Buy |
1,939
+540
| +39% | +$71K | 0.01% | 599 |
|
|
2022
Q1 | $223K | Sell |
1,399
-200
| -13% | -$31.9K | 0.01% | 668 |
|
|
2021
Q4 | $221K | Sell |
1,599
-200
| -11% | -$27.6K | 0.01% | 685 |
|
|
2021
Q3 | $234K | Buy |
+1,799
| New | +$234K | 0.01% | 630 |
|
|
2019
Q3 | – | Sell |
-28
| Closed | -$2K | – | 734 |
|
|
2019
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 1112 |
|
|
2019
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 1059 |
|
|
2018
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 1033 |
|
|
2018
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 987 |
|
|
2018
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 1257 |
|
|
2018
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 1248 |
|
|
2017
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 1169 |
|
|
2017
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 977 |
|
|
2017
Q2 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 1152 |
|