OneDigital Investment Advisors’s SRC Energy Inc SRCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,325
| Closed | -$31K | – | 1245 |
|
|
2019
Q2 | $31K | Hold |
6,325
| – | – | ﹤0.01% | 680 |
|
|
2019
Q1 | $32K | Sell |
6,325
-5,000
| -44% | -$25.3K | ﹤0.01% | 604 |
|
|
2018
Q4 | $53K | Buy |
+11,325
| New | +$53K | 0.01% | 449 |
|
|
2018
Q3 | – | Sell |
-2,540
| Closed | -$28K | – | 1333 |
|
|
2018
Q2 | $28K | Hold |
2,540
| – | – | 0.01% | 698 |
|
|
2018
Q1 | $24K | Hold |
2,540
| – | – | 0.01% | 763 |
|
|
2017
Q4 | $22K | Buy |
+2,540
| New | +$22K | ﹤0.01% | 780 |
|