OneDigital Investment Advisors’s VanEck Oil Services ETF OIH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-753
| Closed | -$209K | – | 1039 |
|
2023
Q1 | $209K | Sell |
753
-85
| -10% | -$23.5K | ﹤0.01% | 900 |
|
2022
Q4 | $255K | Buy |
+838
| New | +$255K | 0.01% | 713 |
|
2022
Q3 | – | Sell |
-1,078
| Closed | -$251K | – | 787 |
|
2022
Q2 | $251K | Sell |
1,078
-203
| -16% | -$47.3K | 0.01% | 605 |
|
2022
Q1 | $362K | Sell |
1,281
-586
| -31% | -$166K | 0.01% | 534 |
|
2021
Q4 | $345K | Sell |
1,867
-42
| -2% | -$7.76K | 0.01% | 542 |
|
2021
Q3 | $376K | Sell |
1,909
-967
| -34% | -$190K | 0.01% | 502 |
|
2021
Q2 | $630K | Buy |
2,876
+729
| +34% | +$160K | 0.03% | 351 |
|
2021
Q1 | $410K | Sell |
2,147
-35
| -2% | -$6.68K | 0.02% | 419 |
|
2020
Q4 | $336K | Sell |
2,182
-98
| -4% | -$15.1K | 0.02% | 453 |
|
2020
Q3 | $223K | Buy |
2,280
+7
| +0.3% | +$685 | 0.02% | 516 |
|
2020
Q2 | $277K | Sell |
2,273
-547
| -19% | -$66.7K | 0.02% | 454 |
|
2020
Q1 | $227K | Buy |
+2,820
| New | +$227K | 0.02% | 433 |
|
2019
Q3 | – | Sell |
-1,060
| Closed | -$314K | – | 935 |
|
2019
Q2 | $314K | Buy |
1,060
+537
| +103% | +$159K | 0.02% | 334 |
|
2019
Q1 | $180K | Hold |
523
| – | – | 0.03% | 292 |
|
2018
Q4 | $147K | Buy |
+523
| New | +$147K | 0.02% | 294 |
|
2018
Q3 | – | Sell |
-65
| Closed | -$34K | – | 1145 |
|
2018
Q2 | $34K | Sell |
65
-25
| -28% | -$13.1K | 0.01% | 615 |
|
2018
Q1 | $43K | Hold |
90
| – | – | 0.01% | 564 |
|
2017
Q4 | $47K | Buy |
90
+40
| +80% | +$20.9K | 0.01% | 535 |
|
2017
Q3 | $26K | Buy |
+50
| New | +$26K | 0.01% | 557 |
|