OneDigital Investment Advisors’s Shaw Communications Inc. SJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-545
| Closed | -$11K | – | 1182 |
|
|
2019
Q2 | $11K | Hold |
545
| – | – | ﹤0.01% | 919 |
|
|
2019
Q1 | $11K | Hold |
545
| – | – | ﹤0.01% | 867 |
|
|
2018
Q4 | $10K | Buy |
+545
| New | +$10K | ﹤0.01% | 860 |
|
|
2018
Q3 | – | Sell |
-620
| Closed | -$13K | – | 1310 |
|
|
2018
Q2 | $13K | Buy |
+620
| New | +$13K | ﹤0.01% | 976 |
|