OneDigital Investment Advisors’s Interactive Brokers IBKR Stock Holding History

OneDigital Investment Advisors’s Portfolio IBKR Stock Details IBKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.7M	Sell
2025 Q1	$4.54M	Sell
2024 Q4	$5.39M	Buy
2024 Q3	$4.16M	Sell
2024 Q2	$3.71M	Buy
2024 Q1	$2.28M	Buy
2023 Q4	$1.64M	Sell
2023 Q3	$1.77M	Buy
2023 Q2	$1.68M	Buy
2023 Q1	$1.56M	Buy