OneDigital Investment Advisors’s IQ ARB Global Resources GRES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-650
| Closed | -$18K | – | 1270 |
|
|
2019
Q2 | $18K | Hold |
650
| – | – | ﹤0.01% | 834 |
|
|
2019
Q1 | $18K | Hold |
650
| – | – | ﹤0.01% | 772 |
|
|
2018
Q4 | $16K | Hold |
650
| – | – | ﹤0.01% | 758 |
|
|
2018
Q3 | $18K | Hold |
650
| – | – | ﹤0.01% | 702 |
|
|
2018
Q2 | $18K | Sell |
650
-500
| -43% | -$13.8K | ﹤0.01% | 861 |
|
|
2018
Q1 | $32K | Sell |
1,150
-100
| -8% | -$2.78K | 0.01% | 642 |
|
|
2017
Q4 | $36K | Hold |
1,250
| – | – | ﹤0.01% | 606 |
|
|
2017
Q3 | $34K | Hold |
1,250
| – | – | 0.01% | 481 |
|
|
2017
Q2 | $32K | Buy |
+1,250
| New | +$32K | 0.01% | 598 |
|