OneDigital Investment Advisors’s Stride LRN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $447K | Sell |
3,080
-110
| -3% | -$16K | 0.01% | 947 |
|
2025
Q1 | $404K | Buy |
+3,190
| New | +$404K | ﹤0.01% | 944 |
|
2019
Q3 | – | Sell |
-140
| Closed | -$4K | – | 867 |
|
2019
Q2 | $4K | Buy |
+140
| New | +$4K | ﹤0.01% | 1062 |
|
2018
Q1 | – | Sell |
-894
| Closed | -$14K | – | 1354 |
|
2017
Q4 | $14K | Hold |
894
| – | – | ﹤0.01% | 907 |
|
2017
Q3 | $16K | Buy |
+894
| New | +$16K | 0.01% | 711 |
|