OneDigital Investment Advisors’s ONE Gas OGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-250
| Closed | -$23K | – | 934 |
|
|
2019
Q2 | $23K | Hold |
250
| – | – | ﹤0.01% | 770 |
|
|
2019
Q1 | $22K | Hold |
250
| – | – | ﹤0.01% | 701 |
|
|
2018
Q4 | $20K | Buy |
+250
| New | +$20K | ﹤0.01% | 692 |
|
|
2018
Q3 | – | Sell |
-1,750
| Closed | -$131K | – | 1144 |
|
|
2018
Q2 | $131K | Hold |
1,750
| – | – | 0.03% | 295 |
|
|
2018
Q1 | $116K | Sell |
1,750
-15,750
| -90% | -$1.04M | 0.03% | 312 |
|
|
2017
Q4 | $128K | Buy |
17,500
+17,250
| +6,900% | +$126K | 0.01% | 299 |
|
|
2017
Q3 | $18K | Sell |
250
-1,100
| -81% | -$79.2K | 0.01% | 684 |
|
|
2017
Q2 | $94K | Buy |
+1,350
| New | +$94K | 0.03% | 325 |
|