OneDigital Investment Advisors’s VanEck Steel ETF SLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,246
| Closed | -$344K | – | 1144 |
|
|
2023
Q3 | $344K | Buy |
5,246
+307
| +6% | +$20.1K | 0.01% | 762 |
|
|
2023
Q2 | $316K | Sell |
4,939
-213
| -4% | -$13.6K | 0.01% | 809 |
|
|
2023
Q1 | $328K | Sell |
5,152
-738
| -13% | -$47K | 0.01% | 749 |
|
|
2022
Q4 | $341K | Buy |
+5,890
| New | +$341K | 0.01% | 625 |
|
|
2019
Q3 | – | Sell |
-2,470
| Closed | -$97K | – | 1013 |
|
|
2019
Q2 | $97K | Sell |
2,470
-240
| -9% | -$9.43K | 0.01% | 464 |
|
|
2019
Q1 | $108K | Hold |
2,710
| – | – | 0.02% | 363 |
|
|
2018
Q4 | $94K | Buy |
+2,710
| New | +$94K | 0.02% | 347 |
|
|
2018
Q3 | – | Sell |
-3,270
| Closed | -$148K | – | 1194 |
|
|
2018
Q2 | $148K | Sell |
3,270
-2,825
| -46% | -$128K | 0.03% | 275 |
|
|
2018
Q1 | $279K | Sell |
6,095
-4,150
| -41% | -$190K | 0.06% | 185 |
|
|
2017
Q4 | $470K | Sell |
10,245
-7,155
| -41% | -$328K | 0.05% | 134 |
|
|
2017
Q3 | $734K | Sell |
17,400
-2,700
| -13% | -$114K | 0.27% | 53 |
|
|
2017
Q2 | $774K | Buy |
+20,100
| New | +$774K | 0.23% | 74 |
|