OneDigital Investment Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,699
| Closed | -$391K | – | 1489 |
|
|
2024
Q3 | $391K | Sell |
4,699
-1,433
| -23% | -$119K | ﹤0.01% | 1031 |
|
|
2024
Q2 | $480K | Buy |
+6,132
| New | +$480K | 0.01% | 917 |
|
|
2020
Q3 | – | Sell |
-2,188
| Closed | -$202K | – | 640 |
|
|
2020
Q2 | $202K | Buy |
+2,188
| New | +$202K | 0.01% | 541 |
|
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$203K | – | 568 |
|
|
2019
Q4 | $203K | Buy |
+2,000
| New | +$203K | 0.02% | 509 |
|