OneDigital Investment Advisors’s SPDR SSGA Income Allocation ETF INKM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-320
| Closed | -$11K | – | 808 |
|
|
2019
Q2 | $11K | Hold |
320
| – | – | ﹤0.01% | 913 |
|
|
2019
Q1 | $10K | Hold |
320
| – | – | ﹤0.01% | 874 |
|
|
2018
Q4 | $10K | Buy |
+320
| New | +$10K | ﹤0.01% | 849 |
|
|
2018
Q3 | – | Sell |
-320
| Closed | -$10K | – | 1105 |
|
|
2018
Q2 | $10K | Hold |
320
| – | – | ﹤0.01% | 1042 |
|
|
2018
Q1 | $11K | Hold |
320
| – | – | ﹤0.01% | 1006 |
|
|
2017
Q4 | $11K | Hold |
320
| – | – | ﹤0.01% | 952 |
|
|
2017
Q3 | $11K | Hold |
320
| – | – | ﹤0.01% | 798 |
|
|
2017
Q2 | $10K | Buy |
+320
| New | +$10K | ﹤0.01% | 942 |
|