OneDigital Investment Advisors’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-612
Closed -$209K 792
2021
Q4
$209K Buy
+612
New +$209K 0.01% 703
2019
Q3
Sell
-450
Closed -$65K 892
2019
Q2
$65K Buy
+450
New +$65K 0.01% 523