OneDigital Investment Advisors’s Shire pic SHPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-172
| Closed | -$30K | – | 1239 |
|
|
2018
Q4 | $30K | Buy |
+172
| New | +$30K | 0.01% | 579 |
|
|
2018
Q3 | – | Sell |
-222
| Closed | -$37K | – | 1359 |
|
|
2018
Q2 | $37K | Sell |
222
-1,318
| -86% | -$220K | 0.01% | 592 |
|
|
2018
Q1 | $230K | Buy |
1,540
+635
| +70% | +$94.8K | 0.05% | 207 |
|
|
2017
Q4 | $140K | Buy |
905
+165
| +22% | +$25.5K | 0.02% | 284 |
|
|
2017
Q3 | $113K | Buy |
740
+28
| +4% | +$4.28K | 0.04% | 212 |
|
|
2017
Q2 | $118K | Buy |
+712
| New | +$118K | 0.04% | 280 |
|