OneDigital Investment Advisors’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.7M | Sell |
102,860
-6,828
| -6% | -$378K | 0.06% | 231 |
|
|
2025
Q1 | $4.54M | Sell |
109,688
-12,364
| -10% | -$512K | 0.05% | 246 |
|
|
2024
Q4 | $5.39M | Buy |
122,052
+2,736
| +2% | +$121K | 0.06% | 228 |
|
|
2024
Q3 | $4.16M | Sell |
119,316
-1,824
| -2% | -$63.5K | 0.05% | 276 |
|
|
2024
Q2 | $3.71M | Buy |
121,140
+39,412
| +48% | +$1.21M | 0.05% | 281 |
|
|
2024
Q1 | $2.28M | Buy |
81,728
+2,388
| +3% | +$66.7K | 0.04% | 305 |
|
|
2023
Q4 | $1.64M | Sell |
79,340
-2,484
| -3% | -$51.5K | 0.03% | 355 |
|
|
2023
Q3 | $1.77M | Buy |
81,824
+764
| +0.9% | +$16.5K | 0.04% | 300 |
|
|
2023
Q2 | $1.68M | Buy |
81,060
+5,580
| +7% | +$116K | 0.04% | 306 |
|
|
2023
Q1 | $1.56M | Buy |
+75,480
| New | +$1.56M | 0.04% | 316 |
|