OneDigital Investment Advisors’s Honda HMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,121
| Closed | -$29K | – | 779 |
|
|
2019
Q2 | $29K | Hold |
1,121
| – | – | ﹤0.01% | 694 |
|
|
2019
Q1 | $30K | Sell |
1,121
-295
| -21% | -$7.9K | ﹤0.01% | 619 |
|
|
2018
Q4 | $37K | Sell |
1,416
-45
| -3% | -$1.18K | 0.01% | 513 |
|
|
2018
Q3 | $44K | Buy |
1,461
+126
| +9% | +$3.8K | 0.01% | 442 |
|
|
2018
Q2 | $39K | Sell |
1,335
-407
| -23% | -$11.9K | 0.01% | 577 |
|
|
2018
Q1 | $60K | Sell |
1,742
-1,000
| -36% | -$34.4K | 0.01% | 470 |
|
|
2017
Q4 | $93K | Hold |
2,742
| – | – | 0.01% | 356 |
|
|
2017
Q3 | $81K | Buy |
2,742
+1,287
| +88% | +$38K | 0.03% | 276 |
|
|
2017
Q2 | $40K | Buy |
+1,455
| New | +$40K | 0.01% | 541 |
|