OneDigital Investment Advisors’s Forterra, Inc FRTA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-1,128
| Closed | -$6K | – | 1202 |
|
2019
Q2 | $6K | Buy |
+1,128
| New | +$6K | ﹤0.01% | 1019 |
|
2018
Q4 | – | Sell |
-686
| Closed | -$5K | – | 1311 |
|
2018
Q3 | $5K | Hold |
686
| – | – | ﹤0.01% | 928 |
|
2018
Q2 | $7K | Sell |
686
-89
| -11% | -$908 | ﹤0.01% | 1125 |
|
2018
Q1 | $6K | Hold |
775
| – | – | ﹤0.01% | 1136 |
|
2017
Q4 | $9K | Sell |
775
-225
| -23% | -$2.61K | ﹤0.01% | 996 |
|
2017
Q3 | $5K | Buy |
+1,000
| New | +$5K | ﹤0.01% | 898 |
|