OneDigital Investment Advisors’s Stran & Co SWAG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-15,170
Closed -$25K 796
2022
Q2
$25K Buy
15,170
+5,015
+49% +$8.27K ﹤0.01% 698
2022
Q1
$18K Buy
+10,155
New +$18K ﹤0.01% 732