OneDigital Investment Advisors’s OGE Energy OGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-288
| Closed | -$12K | – | 932 |
|
|
2019
Q2 | $12K | Buy |
288
+3
| +1% | +$125 | ﹤0.01% | 904 |
|
|
2019
Q1 | $12K | Buy |
285
+2
| +0.7% | +$84 | ﹤0.01% | 848 |
|
|
2018
Q4 | $11K | Buy |
283
+3
| +1% | +$117 | ﹤0.01% | 836 |
|
|
2018
Q3 | $10K | Sell |
280
-1,247
| -82% | -$44.5K | ﹤0.01% | 830 |
|
|
2018
Q2 | $54K | Sell |
1,527
-2,197
| -59% | -$77.7K | 0.01% | 478 |
|
|
2018
Q1 | $122K | Sell |
3,724
-946
| -20% | -$31K | 0.03% | 305 |
|
|
2017
Q4 | $154K | Buy |
4,670
+2,003
| +75% | +$66.1K | 0.02% | 259 |
|
|
2017
Q3 | $96K | Buy |
2,667
+602
| +29% | +$21.7K | 0.04% | 238 |
|
|
2017
Q2 | $72K | Buy |
+2,065
| New | +$72K | 0.02% | 382 |
|