OneDigital Investment Advisors’s Karuna Therapeutics, Inc. Common Stock KRTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,110
| Closed | -$351K | – | 1173 |
|
|
2023
Q4 | $351K | Buy |
+1,110
| New | +$351K | 0.01% | 856 |
|
|
2023
Q3 | – | Sell |
-1,016
| Closed | -$220K | – | 1043 |
|
|
2023
Q2 | $220K | Buy |
+1,016
| New | +$220K | ﹤0.01% | 926 |
|
|
2022
Q4 | – | Sell |
-1,013
| Closed | -$228K | – | 865 |
|
|
2022
Q3 | $228K | Sell |
1,013
-26,650
| -96% | -$6M | 0.01% | 675 |
|
|
2022
Q2 | $3.5M | Buy |
27,663
+600
| +2% | +$75.9K | 0.15% | 96 |
|
|
2022
Q1 | $3.43M | Hold |
27,063
| – | – | 0.13% | 107 |
|
|
2021
Q4 | $3.55M | Hold |
27,063
| – | – | 0.13% | 103 |
|
|
2021
Q3 | $3.31M | Hold |
27,063
| – | – | 0.13% | 105 |
|
|
2021
Q2 | $3.09M | Sell |
27,063
-20,000
| -42% | -$2.28M | 0.13% | 106 |
|
|
2021
Q1 | $5.66M | Sell |
47,063
-7,549
| -14% | -$908K | 0.26% | 62 |
|
|
2020
Q4 | $5.55M | Sell |
54,612
-1,690
| -3% | -$172K | 0.29% | 60 |
|
|
2020
Q3 | $4.35M | Sell |
56,302
-19,982
| -26% | -$1.54M | 0.3% | 63 |
|
|
2020
Q2 | $8.5M | Buy |
+76,284
| New | +$8.5M | 0.61% | 34 |
|