OneDigital Investment Advisors’s SPS Commerce SPSC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,134
Closed -$210K 1398
2024
Q1
$210K Sell
1,134
-1,550
-58% -$287K ﹤0.01% 1028
2023
Q4
$520K Buy
2,684
+537
+25% +$104K 0.01% 703
2023
Q3
$366K Buy
2,147
+2
+0.1% +$341 0.01% 736
2023
Q2
$412K Sell
2,145
-169
-7% -$32.5K 0.01% 710
2023
Q1
$352K Buy
2,314
+7
+0.3% +$1.07K 0.01% 720
2022
Q4
$296K Sell
2,307
-287
-11% -$36.9K 0.01% 675
2022
Q3
$322K Sell
2,594
-474
-15% -$58.8K 0.01% 577
2022
Q2
$347K Buy
+3,068
New +$347K 0.01% 524