OneDigital Investment Advisors’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2
| Closed | – | – | 960 |
|
|
2019
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1237 |
|
|
2019
Q1 | $0 | Sell |
2
-137
| -99% | – | ﹤0.01% | 1179 |
|
|
2018
Q4 | $5K | Buy |
+139
| New | +$5K | ﹤0.01% | 955 |
|
|
2018
Q3 | – | Sell |
-139
| Closed | -$6K | – | 1157 |
|
|
2018
Q2 | $6K | Sell |
139
-65
| -32% | -$2.81K | ﹤0.01% | 1146 |
|
|
2018
Q1 | $9K | Hold |
204
| – | – | ﹤0.01% | 1056 |
|
|
2017
Q4 | $10K | Hold |
204
| – | – | ﹤0.01% | 969 |
|
|
2017
Q3 | $9K | Hold |
204
| – | – | ﹤0.01% | 823 |
|
|
2017
Q2 | $9K | Buy |
+204
| New | +$9K | ﹤0.01% | 962 |
|