OneDigital Investment Advisors’s NVR NVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-71
Closed -$697K 1483
2024
Q3
$697K Buy
71
+1
+1% +$9.81K 0.01% 800
2024
Q2
$531K Buy
70
+11
+19% +$83.5K 0.01% 876
2024
Q1
$478K Sell
59
-27
-31% -$219K 0.01% 754
2023
Q4
$602K Buy
86
+1
+1% +$7K 0.01% 648
2023
Q3
$507K Buy
85
+24
+39% +$143K 0.01% 639
2023
Q2
$387K Buy
+61
New +$387K 0.01% 724