OneDigital Investment Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $590K | Sell |
1,023
-21
| -2% | -$12.1K | 0.01% | 841 |
|
|
2025
Q1 | $590K | Sell |
1,044
-1,153
| -52% | -$652K | 0.01% | 800 |
|
|
2024
Q4 | $1.32M | Sell |
2,197
-154
| -7% | -$92.4K | 0.02% | 545 |
|
|
2024
Q3 | $1.37M | Sell |
2,351
-677
| -22% | -$395K | 0.02% | 558 |
|
|
2024
Q2 | $1.46M | Buy |
3,028
+2,033
| +204% | +$979K | 0.02% | 500 |
|
|
2024
Q1 | $558K | Sell |
995
-424
| -30% | -$238K | 0.01% | 703 |
|
|
2023
Q4 | $803K | Buy |
1,419
+540
| +61% | +$306K | 0.01% | 547 |
|
|
2023
Q3 | $451K | Sell |
879
-13
| -1% | -$6.67K | 0.01% | 685 |
|
|
2023
Q2 | $419K | Buy |
892
+11
| +1% | +$5.16K | 0.01% | 701 |
|
|
2023
Q1 | $493K | Buy |
881
+210
| +31% | +$118K | 0.01% | 624 |
|
|
2022
Q4 | $312K | Buy |
671
+19
| +3% | +$8.84K | 0.01% | 661 |
|
|
2022
Q3 | $275K | Sell |
652
-6
| -0.9% | -$2.53K | 0.01% | 621 |
|
|
2022
Q2 | $271K | Sell |
658
-112
| -15% | -$46.1K | 0.01% | 585 |
|
|
2022
Q1 | $387K | Buy |
770
+77
| +11% | +$38.7K | 0.01% | 510 |
|
|
2021
Q4 | $425K | Sell |
693
-21
| -3% | -$12.9K | 0.02% | 483 |
|
|
2021
Q3 | $434K | Buy |
714
+24
| +3% | +$14.6K | 0.02% | 454 |
|
|
2021
Q2 | $368K | Buy |
690
+9
| +1% | +$4.8K | 0.02% | 490 |
|
|
2021
Q1 | $286K | Sell |
681
-61
| -8% | -$25.6K | 0.01% | 518 |
|
|
2020
Q4 | $331K | Buy |
742
+54
| +8% | +$24.1K | 0.02% | 458 |
|
|
2020
Q3 | $245K | Sell |
688
-18
| -3% | -$6.41K | 0.02% | 487 |
|
|
2020
Q2 | $236K | Sell |
706
-30
| -4% | -$10K | 0.02% | 496 |
|
|
2020
Q1 | $213K | Buy |
+736
| New | +$213K | 0.02% | 455 |
|
|
2019
Q3 | – | Sell |
-1,317
| Closed | -$315K | – | 897 |
|
|
2019
Q2 | $315K | Buy |
+1,317
| New | +$315K | 0.02% | 333 |
|