OneDigital Investment Advisors’s Select Medical SEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-12,986
| Closed | -$253K | – | 801 |
|
|
2021
Q3 | $253K | Buy |
12,986
+1,672
| +15% | +$32.6K | 0.01% | 609 |
|
|
2021
Q2 | $258K | Buy |
11,314
+4
| +0% | +$91 | 0.01% | 589 |
|
|
2021
Q1 | $208K | Buy |
+11,310
| New | +$208K | 0.01% | 600 |
|
|
2019
Q3 | – | Sell |
-3,387
| Closed | -$29K | – | 1003 |
|
|
2019
Q2 | $29K | Hold |
3,387
| – | – | ﹤0.01% | 697 |
|
|
2019
Q1 | $26K | Hold |
3,387
| – | – | ﹤0.01% | 658 |
|
|
2018
Q4 | $28K | Buy |
+3,387
| New | +$28K | ﹤0.01% | 597 |
|
|
2018
Q3 | – | Sell |
-3,387
| Closed | -$33K | – | 1186 |
|
|
2018
Q2 | $33K | Hold |
3,387
| – | – | 0.01% | 631 |
|
|
2018
Q1 | $31K | Hold |
3,387
| – | – | 0.01% | 652 |
|
|
2017
Q4 | $32K | Hold |
3,387
| – | – | ﹤0.01% | 639 |
|
|
2017
Q3 | $35K | Buy |
3,387
+928
| +38% | +$9.59K | 0.01% | 469 |
|
|
2017
Q2 | $20K | Buy |
+2,459
| New | +$20K | 0.01% | 750 |
|