OneDigital Investment Advisors’s Southern Copper SCCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,651
| Closed | -$285K | – | 774 |
|
|
2021
Q2 | $285K | Buy |
+4,651
| New | +$285K | 0.01% | 563 |
|
|
2019
Q3 | – | Sell |
-32
| Closed | -$1K | – | 998 |
|
|
2019
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 1152 |
|
|
2019
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 1094 |
|
|
2018
Q4 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 1076 |
|
|
2018
Q3 | – | Sell |
-26
| Closed | -$1K | – | 1183 |
|
|
2018
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 1299 |
|
|
2018
Q1 | $1K | Sell |
26
-394
| -94% | -$15.2K | ﹤0.01% | 1294 |
|
|
2017
Q4 | $19K | Hold |
420
| – | – | ﹤0.01% | 832 |
|
|
2017
Q3 | $16K | Hold |
420
| – | – | 0.01% | 714 |
|
|
2017
Q2 | $14K | Buy |
+420
| New | +$14K | ﹤0.01% | 865 |
|